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
176
$11.6M 0.08%
377,157
+45,696
177
$11.6M 0.08%
134,643
+10,411
178
$11.6M 0.08%
31,829
-5,937
179
$11.5M 0.08%
66,494
+5,810
180
$11.5M 0.08%
75,069
-151,117
181
$11.3M 0.07%
24,904
-6,388
182
$11.3M 0.07%
20,131
+1,788
183
$11.1M 0.07%
150,281
-597,147
184
$11.1M 0.07%
25,335
+1,827
185
$11.1M 0.07%
138,946
+33,628
186
$11.1M 0.07%
43,890
-60,673
187
$11.1M 0.07%
147,135
-204,345
188
$11.1M 0.07%
204,049
-667,374
189
$11M 0.07%
135,891
+70,992
190
$11M 0.07%
800,000
191
$11M 0.07%
168,748
-113,279
192
$10.8M 0.07%
58,445
-7,040
193
$10.8M 0.07%
26,371
-8,267
194
$10.8M 0.07%
154,734
+79,910
195
$10.8M 0.07%
300,754
-35,459
196
$10.8M 0.07%
72,535
-65,561
197
$10.8M 0.07%
86,914
-55,491
198
$10.8M 0.07%
200,000
199
$10.7M 0.07%
91,535
+7,758
200
$10.7M 0.07%
62,052
-41,580
6 7
8
9 10