CWM

CIBC World Markets Portfolio holdings

AUM $15.1B
1-Year Est. Return 22.72%
This Quarter Est. Return
1 Year Est. Return
+22.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.2B
AUM Growth
-$3.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
819
New
Increased
Reduced
Closed

Top Buys

1
+$358M
2
+$70.8M
3
+$44M
4
UNH icon
UnitedHealth
UNH
+$43.3M
5
BN icon
Brookfield
BN
+$41.9M

Top Sells

1
+$790M
2
+$504M
3
+$427M
4
META icon
Meta Platforms (Facebook)
META
+$384M
5
AMZN icon
Amazon
AMZN
+$335M

Sector Composition

1 Technology 24.03%
2 Financials 13.66%
3 Communication Services 10.19%
4 Consumer Discretionary 6.75%
5 Healthcare 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$23.4M 0.15%
58,509
-37,321
102
$23.2M 0.15%
182,432
-92,759
103
$22.8M 0.15%
340,439
-63,383
104
$22.7M 0.15%
355,745
-58,328
105
$22.5M 0.15%
57,159
+3,448
106
$22.3M 0.15%
125,758
+66,338
107
$22.1M 0.15%
93,959
-15,518
108
$21.8M 0.14%
62,860
-36,306
109
$21.4M 0.14%
145,939
-78,075
110
$21.3M 0.14%
227,847
-26,119
111
$21M 0.14%
134,240
-57,650
112
$21M 0.14%
480,743
-115,077
113
$20.9M 0.14%
5,768
-9,074
114
$20.4M 0.13%
162,100
-935,946
115
$20.1M 0.13%
222,689
+117,771
116
$20M 0.13%
145,268
-171,980
117
$19.8M 0.13%
133,474
-1,811
118
$19.8M 0.13%
174,049
-49,317
119
$19.7M 0.13%
91,404
-34,637
120
$19.5M 0.13%
207,350
-131,075
121
$19.2M 0.13%
136,745
-38,800
122
$18.9M 0.12%
178,610
-679,350
123
$18.9M 0.12%
65,159
-7,736
124
$18.8M 0.12%
194,986
-51,720
125
$18.5M 0.12%
114,727
-50,207
3 4
5
6 7