CIBC Equity Inc Private Pl Cl F-Prem T4 (ATL3731)
16.01
+0.18
(+1.15%)
CAD |
Jun 04 2026
ATL3731 Asset Allocations & Exposures
Asset Allocation
As of April 30, 2026.
| Type | % Net |
|---|---|
| Cash | 1.35% |
| Stock | 94.90% |
| Bond | 0.71% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 3.04% |
Market Capitalization
As of April 30, 2026
| Large | 71.49% |
| Mid | 13.35% |
| Small | 15.16% |
Region Exposure
| Americas | 97.30% |
|---|---|
|
North America
|
94.56% |
| Canada | 85.99% |
| United States | 8.58% |
|
Latin America
|
2.74% |
As of April 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.62% |
|---|---|
| United Kingdom | 0.52% |
|
Europe Developed
|
2.10% |
| France | 1.20% |
| Germany | 0.41% |
| 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 |
|
52.46% |
| Materials |
|
13.51% |
| Consumer Discretionary |
|
3.54% |
| Financials |
|
31.81% |
| Real Estate |
|
3.60% |
| Sensitive |
|
34.74% |
| Communication Services |
|
1.31% |
| Energy |
|
15.59% |
| Industrials |
|
14.26% |
| Information Technology |
|
3.58% |
| Defensive |
|
8.87% |
| Consumer Staples |
|
3.41% |
| Health Care |
|
2.85% |
| Utilities |
|
2.61% |
| Not Classified |
|
3.92% |
| Non Classified Equity |
|
3.92% |
| Not Classified - Non Equity |
|
0.00% |
As of April 30, 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 | -- |