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
201
$10.6M 0.07%
42,734
-101,810
202
$10.4M 0.07%
181,241
+95,452
203
$10.2M 0.07%
127,356
-147,634
204
$10.1M 0.07%
469,622
+247,785
205
$9.94M 0.07%
17,730
-47,946
206
$9.78M 0.06%
52,907
-34,103
207
$9.78M 0.06%
63,426
+33,527
208
$9.64M 0.06%
120,169
-14,285
209
$9.62M 0.06%
44,406
-5,294
210
$9.6M 0.06%
294,060
+26,325
211
$9.33M 0.06%
59,790
+31,543
212
$9.29M 0.06%
131,068
-77,717
213
$9.25M 0.06%
35,538
-22,663
214
$9.13M 0.06%
145,366
-110,902
215
$9.07M 0.06%
192,863
-47,011
216
$9.02M 0.06%
142,993
-16,850
217
$9.02M 0.06%
155,654
+55,443
218
$8.92M 0.06%
+125,000
219
$8.89M 0.06%
64,090
-41,142
220
$8.85M 0.06%
66,186
-16,486
221
$8.85M 0.06%
41,501
-6,744
222
$8.72M 0.06%
150,559
-257,169
223
$8.71M 0.06%
94,249
+7,714
224
$8.69M 0.06%
382,000
+44,500
225
$8.53M 0.06%
216,433
+101,126
7 8
9
10 11