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
126
$18.5M 0.12%
342,424
+9,411
127
$18.1M 0.12%
152,477
+1,592
128
$18M 0.12%
124,703
-14,793
129
$17.9M 0.12%
42,859
-48,560
130
$17.7M 0.12%
87,987
-58,727
131
$17.1M 0.11%
17,782
-21,714
132
$16.9M 0.11%
67,736
-18,133
133
$16.6M 0.11%
279,663
-99,242
134
$16.4M 0.11%
+257,980
135
$16.3M 0.11%
1,868,474
-35,176
136
$16.3M 0.11%
82,370
-108,013
137
$16.2M 0.11%
+76,862
138
$16.1M 0.11%
579,050
-657,282
139
$15.7M 0.1%
22,475
-73,140
140
$15.7M 0.1%
20,578
-5,796
141
$15.7M 0.1%
95,886
-486,729
142
$15.6M 0.1%
399,181
-237,609
143
$15.2M 0.1%
207,001
-246,246
144
$15.1M 0.1%
1,190,000
145
$15M 0.1%
61,117
-22,052
146
$15M 0.1%
105,762
-64,612
147
$14.9M 0.1%
116,893
-69,749
148
$14.9M 0.1%
168,229
+71,386
149
$14.9M 0.1%
1,335,517
+462,759
150
$14.9M 0.1%
56,749
-200,835
4 5
6
7 8