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
$12.6B
AUM Growth
-$4.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,879
New
Increased
Reduced
Closed

Top Buys

1 +$195M
2 +$58.2M
3 +$36.2M
4
XP icon
XP
XP
+$25.2M
5
EA icon
Electronic Arts
EA
+$24.5M

Top Sells

1 +$559M
2 +$140M
3 +$127M
4
AAPL icon
Apple
AAPL
+$107M
5
LIN icon
Linde
LIN
+$102M

Sector Composition

1 Technology 31.33%
2 Financials 11.93%
3 Consumer Discretionary 10.24%
4 Communication Services 10.03%
5 Healthcare 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LFST icon
1451
Lifestance Health
LFST
$2.01B
$206K ﹤0.01%
30,950
+17,897
THR icon
1452
Thermon Group Holdings
THR
$885M
$206K ﹤0.01%
+7,400
UTZ icon
1453
Utz Brands
UTZ
$1.07B
$206K ﹤0.01%
+14,630
WINA icon
1454
Winmark
WINA
$1.51B
$206K ﹤0.01%
+648
AMN icon
1455
AMN Healthcare
AMN
$757M
$206K ﹤0.01%
+8,410
LOB icon
1456
Live Oak Bancshares
LOB
$1.56B
$205K ﹤0.01%
+7,694
UTL icon
1457
Unitil
UTL
$886M
$204K ﹤0.01%
+3,543
SBH icon
1458
Sally Beauty Holdings
SBH
$1.49B
$204K ﹤0.01%
+22,635
TNK icon
1459
Teekay Tankers
TNK
$1.92B
$204K ﹤0.01%
+5,325
COUR icon
1460
Coursera
COUR
$1.74B
$203K ﹤0.01%
30,528
+17,653
IOVA icon
1461
Iovance Biotherapeutics
IOVA
$861M
$203K ﹤0.01%
60,935
+35,235
CDNA icon
1462
CareDx
CDNA
$812M
$203K ﹤0.01%
+11,410
GBTG icon
1463
American Express Global Business Travel
GBTG
$4.31B
$202K ﹤0.01%
27,848
+16,103
PDM
1464
Piedmont Realty Trust
PDM
$1.02B
$202K ﹤0.01%
27,397
+15,843
CWH icon
1465
Camping World
CWH
$957M
$201K ﹤0.01%
+12,453
PENG
1466
Penguin Solutions Inc
PENG
$1.16B
$201K ﹤0.01%
+11,555
ERII icon
1467
Energy Recovery
ERII
$905M
$200K ﹤0.01%
+12,600
MDXG icon
1468
MiMedx Group
MDXG
$988M
$200K ﹤0.01%
26,310
+15,214
NEXT icon
1469
NextDecade
NEXT
$1.61B
$200K ﹤0.01%
25,656
+14,836
NRIX icon
1470
Nurix Therapeutics
NRIX
$787M
$198K ﹤0.01%
+16,690
NX icon
1471
Quanex
NX
$699M
$195K ﹤0.01%
+10,481
DYN
1472
DELISTED
Dynegy, Inc.
DYN
$194K ﹤0.01%
+18,546
STAA icon
1473
STAAR Surgical
STAA
$1.25B
$194K ﹤0.01%
+10,979
HLF icon
1474
Herbalife
HLF
$899M
$193K ﹤0.01%
+22,398
PRO icon
1475
PROS Holdings
PRO
$1.11B
$193K ﹤0.01%
+10,147