CIBC Managed Balanced Growth Portfolio FT4 (ATL183)
12.00
-0.03
(-0.26%)
CAD |
Mar 02 2026
ATL183 Asset Allocations & Exposures
Asset Allocation
As of January 31, 2026.
| Type | % Net |
|---|---|
| Cash | 1.47% |
| Stock | 73.22% |
| Bond | 24.47% |
| Convertible | 0.00% |
| Preferred | 0.06% |
| Other | 0.78% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 71.88% |
|---|---|
|
North America
|
70.64% |
| Canada | 35.09% |
| United States | 35.55% |
|
Latin America
|
1.24% |
| Brazil | 0.22% |
| Chile | 0.08% |
| Colombia | 0.10% |
| Mexico | 0.22% |
| Peru | 0.00% |
As of January 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 16.16% |
|---|---|
| United Kingdom | 3.74% |
|
Europe Developed
|
11.82% |
| Austria | 0.02% |
| Belgium | 0.20% |
| Denmark | 0.29% |
| Finland | 0.34% |
| France | 2.01% |
| Germany | 1.61% |
| Greece | 0.04% |
| Ireland | 1.17% |
| Italy | 0.75% |
| Netherlands | 1.40% |
| Norway | 0.06% |
| Spain | 1.25% |
| Sweden | 0.56% |
| Switzerland | 1.95% |
|
Europe Emerging
|
0.15% |
| Czech Republic | 0.01% |
| Poland | 0.07% |
| Turkey | 0.03% |
|
Africa And Middle East
|
0.45% |
| Israel | 0.01% |
| Qatar | 0.03% |
| Saudi Arabia | 0.14% |
| South Africa | 0.18% |
| United Arab Emirates | 0.07% |
| Greater Asia | 10.99% |
|---|---|
| Japan | 2.74% |
|
Australasia
|
0.90% |
| Australia | 0.82% |
|
Asia Developed
|
4.10% |
| Hong Kong | 0.71% |
| Singapore | 0.47% |
| South Korea | 1.26% |
| Taiwan | 1.64% |
|
Asia Emerging
|
3.26% |
| China | 1.82% |
| India | 1.04% |
| Indonesia | 0.09% |
| Malaysia | 0.12% |
| Philippines | 0.08% |
| Thailand | 0.11% |
| Unidentified Region | 0.97% |
|---|
Bond Credit Quality Exposure
| AAA | 20.42% |
| AA | 11.11% |
| A | 17.18% |
| BBB | 14.83% |
| BB | 11.43% |
| B | 8.10% |
| Below B | 0.27% |
| CCC | 0.27% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.49% |
| Not Available | 16.17% |
| Short Term | 0.00% |
As of January 31, 2026
Stock Sector Exposure
| Cyclical |
|
29.74% |
| Materials |
|
5.06% |
| Consumer Discretionary |
|
6.09% |
| Financials |
|
17.28% |
| Real Estate |
|
1.31% |
| Sensitive |
|
33.70% |
| Communication Services |
|
5.09% |
| Energy |
|
4.61% |
| Industrials |
|
9.46% |
| Information Technology |
|
14.54% |
| Defensive |
|
10.88% |
| Consumer Staples |
|
3.06% |
| Health Care |
|
5.85% |
| Utilities |
|
1.97% |
| Not Classified |
|
25.67% |
| Non Classified Equity |
|
0.64% |
| Not Classified - Non Equity |
|
25.04% |
As of January 31, 2026
Bond Sector Exposure
As of January 31, 2026
| Type | % Net |
|---|---|
| Government | 31.06% |
| Corporate | 46.69% |
| Securitized | 1.28% |
| Municipal | 11.37% |
| Other | 9.61% |
Bond Maturity Exposure
| Short Term |
|
2.01% |
| Less than 1 Year |
|
2.01% |
| Intermediate |
|
75.62% |
| 1 to 3 Years |
|
18.63% |
| 3 to 5 Years |
|
21.56% |
| 5 to 10 Years |
|
35.43% |
| Long Term |
|
22.35% |
| 10 to 20 Years |
|
10.47% |
| 20 to 30 Years |
|
7.37% |
| Over 30 Years |
|
4.51% |
| Other |
|
0.02% |
As of January 31, 2026