CIBC Equity Inc Private Pl Cl F-Prem T4 (ATL3731)
14.76
+0.03
(+0.22%)
CAD |
Jan 14 2026
ATL3731 Asset Allocations & Exposures
Asset Allocation
As of November 30, 2025.
| Type | % Net |
|---|---|
| Cash | 1.37% |
| Stock | 95.08% |
| Bond | 0.76% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 2.79% |
Market Capitalization
As of November 30, 2025
| Large | 70.85% |
| Mid | 13.44% |
| Small | 15.72% |
Region Exposure
| Americas | 97.48% |
|---|---|
|
North America
|
95.14% |
| Canada | 84.39% |
| United States | 10.75% |
|
Latin America
|
2.34% |
As of November 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.42% |
|---|---|
| United Kingdom | 0.52% |
|
Europe Developed
|
1.90% |
| France | 0.98% |
| Germany | 0.42% |
| Netherlands | 0.50% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.10% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.10% |
| India | 0.10% |
| Unidentified Region | 0.00% |
|---|
Stock Sector Exposure
| Cyclical |
|
53.54% |
| Materials |
|
13.31% |
| Consumer Discretionary |
|
2.97% |
| Financials |
|
33.84% |
| Real Estate |
|
3.42% |
| Sensitive |
|
36.52% |
| Communication Services |
|
2.24% |
| Energy |
|
15.66% |
| Industrials |
|
13.72% |
| Information Technology |
|
4.90% |
| Defensive |
|
9.94% |
| Consumer Staples |
|
4.63% |
| Health Care |
|
2.77% |
| Utilities |
|
2.54% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.00% |
As of November 30, 2025
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 | -- |