CIBC Managed Balanced Growth Portfolio FT4 (ATL183)
11.42
+0.13
(+1.18%)
CAD |
Mar 23 2026
ATL183 Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 1.58% |
| Stock | 73.00% |
| Bond | 24.52% |
| Convertible | 0.00% |
| Preferred | 0.06% |
| Other | 0.84% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 71.93% |
|---|---|
|
North America
|
70.67% |
| Canada | 35.77% |
| United States | 34.90% |
|
Latin America
|
1.26% |
| Brazil | 0.21% |
| Chile | 0.08% |
| Colombia | 0.09% |
| Mexico | 0.21% |
| Peru | 0.01% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 16.10% |
|---|---|
| United Kingdom | 3.80% |
|
Europe Developed
|
11.72% |
| Austria | 0.02% |
| Belgium | 0.19% |
| Denmark | 0.19% |
| Finland | 0.34% |
| France | 2.09% |
| Germany | 1.62% |
| Greece | 0.04% |
| Ireland | 1.26% |
| Italy | 0.72% |
| Netherlands | 1.35% |
| Norway | 0.06% |
| Spain | 1.13% |
| Sweden | 0.53% |
| Switzerland | 2.01% |
|
Europe Emerging
|
0.14% |
| Czech Republic | 0.00% |
| Poland | 0.07% |
| Turkey | 0.02% |
|
Africa And Middle East
|
0.44% |
| Israel | 0.01% |
| Qatar | 0.03% |
| Saudi Arabia | 0.13% |
| South Africa | 0.18% |
| United Arab Emirates | 0.06% |
| Greater Asia | 10.99% |
|---|---|
| Japan | 2.83% |
|
Australasia
|
0.91% |
| Australia | 0.84% |
|
Asia Developed
|
4.22% |
| Hong Kong | 0.64% |
| Singapore | 0.45% |
| South Korea | 1.42% |
| Taiwan | 1.72% |
|
Asia Emerging
|
3.03% |
| China | 1.62% |
| India | 0.98% |
| Indonesia | 0.08% |
| Malaysia | 0.14% |
| Philippines | 0.08% |
| Thailand | 0.13% |
| Unidentified Region | 0.99% |
|---|
Bond Credit Quality Exposure
| AAA | 20.60% |
| AA | 10.86% |
| A | 17.38% |
| BBB | 15.08% |
| BB | 11.46% |
| B | 7.97% |
| Below B | 0.27% |
| CCC | 0.27% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.48% |
| Not Available | 15.90% |
| Short Term | 0.00% |
As of February 28, 2026
Stock Sector Exposure
| Cyclical |
|
29.93% |
| Materials |
|
5.89% |
| Consumer Discretionary |
|
5.66% |
| Financials |
|
16.73% |
| Real Estate |
|
1.65% |
| Sensitive |
|
33.27% |
| Communication Services |
|
4.91% |
| Energy |
|
4.74% |
| Industrials |
|
9.53% |
| Information Technology |
|
14.09% |
| Defensive |
|
11.14% |
| Consumer Staples |
|
3.21% |
| Health Care |
|
5.87% |
| Utilities |
|
2.06% |
| Not Classified |
|
25.67% |
| Non Classified Equity |
|
0.57% |
| Not Classified - Non Equity |
|
25.10% |
As of February 28, 2026
Bond Sector Exposure
As of February 28, 2026
| Type | % Net |
|---|---|
| Government | 31.11% |
| Corporate | 47.07% |
| Securitized | 1.18% |
| Municipal | 11.20% |
| Other | 9.44% |
Bond Maturity Exposure
| Short Term |
|
1.96% |
| Less than 1 Year |
|
1.96% |
| Intermediate |
|
75.68% |
| 1 to 3 Years |
|
18.73% |
| 3 to 5 Years |
|
21.33% |
| 5 to 10 Years |
|
35.63% |
| Long Term |
|
22.33% |
| 10 to 20 Years |
|
10.04% |
| 20 to 30 Years |
|
7.53% |
| Over 30 Years |
|
4.75% |
| Other |
|
0.03% |
As of February 28, 2026