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
1
$1.93B 12.64%
3,683,959
-1,509,800
2
$903M 5.92%
2,147,063
-1,014,573
3
$814M 5.34%
9,006,190
-475,620
4
$484M 3.18%
11,500,000
+8,500,000
5
$477M 3.13%
982,526
-791,278
6
$442M 2.9%
2,576,627
-2,941,524
7
$414M 2.72%
2,297,633
-1,859,568
8
$388M 2.54%
4,313,031
-335,247
9
$269M 1.76%
1,783,040
-759,366
10
$247M 1.62%
885,427
-602,500
11
$246M 1.61%
1,857,820
-1,000,360
12
$220M 1.44%
1,100,015
+195,158
13
$185M 1.22%
440,783
-15,933
14
$174M 1.14%
287,183
-264,077
15
$165M 1.08%
1,500,000
-2,000,000
16
$149M 0.98%
301,710
+87,430
17
$148M 0.97%
972,349
-496,577
18
$139M 0.91%
858,523
+119,225
19
$135M 0.89%
834,164
+271,222
20
$117M 0.77%
159,576
+39,023
21
$109M 0.71%
1,179,958
22
$107M 0.7%
1,753,827
-98,611
23
$102M 0.67%
581,896
+47,083
24
$101M 0.66%
209,904
+17,487
25
$92.8M 0.61%
119,327
+16,421
1
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