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
151
$14.7M 0.1%
152,060
+13,738
152
$14.7M 0.1%
57,643
-87,923
153
$14.5M 0.1%
25,349
-28,441
154
$14.4M 0.09%
96,498
+8,155
155
$14.3M 0.09%
386,850
+106,422
156
$14.1M 0.09%
105,754
+12,566
157
$14.1M 0.09%
45,173
-28,888
158
$13.9M 0.09%
178,121
+15,035
159
$13.8M 0.09%
55,043
+4,984
160
$13.6M 0.09%
79,389
-52,307
161
$13.5M 0.09%
34,483
-27,006
162
$13.4M 0.09%
137,625
-47,950
163
$13.2M 0.09%
+200,000
164
$12.7M 0.08%
425,878
-50,018
165
$12.2M 0.08%
23,528
-55,865
166
$12.1M 0.08%
327,159
-211,690
167
$12M 0.08%
72,590
-99,251
168
$12M 0.08%
+684,211
169
$12M 0.08%
43,982
-24,859
170
$11.9M 0.08%
122,762
-17,782
171
$11.8M 0.08%
409,961
-3,607
172
$11.6M 0.08%
133,314
-37,945
173
$11.6M 0.08%
109,712
+10,014
174
$11.6M 0.08%
114,260
-283,327
175
$11.6M 0.08%
156,339
+11,651
5 6
7
8 9