CIBC Equity Inc Private Pl Cl O (ATL008)
14.03
0.00 (0.00%)
CAD |
Apr 24 2026
ATL008 Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.98% |
| Stock | 94.76% |
| Bond | 0.82% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 3.45% |
Market Capitalization
As of March 31, 2026
| Large | 71.04% |
| Mid | 13.06% |
| Small | 15.90% |
Region Exposure
| Americas | 97.25% |
|---|---|
|
North America
|
94.49% |
| Canada | 84.53% |
| United States | 9.96% |
|
Latin America
|
2.75% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.67% |
|---|---|
| United Kingdom | 0.57% |
|
Europe Developed
|
2.10% |
| France | 1.21% |
| Germany | 0.40% |
| Netherlands | 0.49% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.08% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.08% |
| India | 0.08% |
| Unidentified Region | 0.00% |
|---|
Stock Sector Exposure
| Cyclical |
|
50.17% |
| Materials |
|
14.23% |
| Consumer Discretionary |
|
2.42% |
| Financials |
|
30.40% |
| Real Estate |
|
3.11% |
| Sensitive |
|
35.46% |
| Communication Services |
|
2.04% |
| Energy |
|
15.68% |
| Industrials |
|
14.10% |
| Information Technology |
|
3.64% |
| Defensive |
|
10.45% |
| Consumer Staples |
|
4.85% |
| Health Care |
|
2.87% |
| Utilities |
|
2.74% |
| Not Classified |
|
3.92% |
| Non Classified Equity |
|
3.92% |
| Not Classified - Non Equity |
|
0.00% |
As of March 31, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |