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
$2.96B
AUM Growth
-$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$72.2M
3
+$71.6M
4
META icon
Meta Platforms (Facebook)
META
+$50.5M
5
JNJ icon
Johnson & Johnson
JNJ
+$41.4M

Top Sells

1
+$133M
2
+$120M
3
+$95.1M
4
CTXS
Citrix Systems Inc
CTXS
+$78.8M
5
PM icon
Philip Morris
PM
+$72M

Sector Composition

1 Consumer Staples 18.41%
2 Technology 18.22%
3 Healthcare 16.76%
4 Communication Services 12.15%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$789K 0.02%
17,094
+1,771
152
$782K 0.02%
14,917
+1,380
153
$755K 0.02%
613
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154
$750K 0.02%
16,109
+1,757
155
$718K 0.02%
22,936
+2,548
156
$692K 0.02%
21,627
+2,163
157
$669K 0.02%
18,744
+1,571
158
$662K 0.02%
11,830
+1,232
159
$650K 0.02%
+7,900
160
$596K 0.02%
14,966
+1,336
161
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5,719
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162
$574K 0.01%
8,927
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163
$546K 0.01%
18,780
+1,408
164
$490K 0.01%
20,109
+2,335
165
$479K 0.01%
19,476
+1,946
166
$449K 0.01%
10,400
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167
$399K 0.01%
16,743
+1,562
168
$390K 0.01%
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169
$384K 0.01%
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170
$375K 0.01%
4,491
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171
$361K 0.01%
4,775
+1,148
172
$344K 0.01%
2,278
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173
$330K 0.01%
8,905
+809
174
$315K 0.01%
+6,664
175
$313K 0.01%
6,908
+1,317
5 6
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