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
176
$298K 0.01%
6,828
+1,857
177
$258K 0.01%
3,252
+699
178
$256K 0.01%
10,138
+1,138
179
$238K 0.01%
+12,719
180
$233K 0.01%
14,974
-373,613
181
$221K 0.01%
+6,046
182
$219K 0.01%
4,292
+719
183
$214K 0.01%
4,010
-2,249,210
184
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185
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0
186
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187
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0
188
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189
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190
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191
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192
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193
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195
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196
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197
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199
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200
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