CIBC Sustainable Balanced Solution O (ATL387)
11.45
-0.06
(-0.53%)
CAD |
Apr 29 2026
ATL387 Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 2.22% |
| Stock | 58.96% |
| Bond | 38.45% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.37% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 81.97% |
|---|---|
|
North America
|
81.97% |
| Canada | 49.76% |
| United States | 32.21% |
|
Latin America
|
0.01% |
| Brazil | 0.01% |
| Chile | 0.00% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 12.29% |
|---|---|
| United Kingdom | 2.06% |
|
Europe Developed
|
10.23% |
| Denmark | 0.37% |
| Finland | 0.92% |
| France | 1.44% |
| Germany | 1.03% |
| Ireland | 2.30% |
| Italy | 0.75% |
| Netherlands | 0.93% |
| Spain | 0.61% |
| Sweden | 0.01% |
| Switzerland | 1.88% |
|
Europe Emerging
|
0.00% |
| Poland | 0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 4.96% |
|---|---|
| Japan | 2.45% |
|
Australasia
|
0.19% |
| Australia | 0.19% |
|
Asia Developed
|
1.52% |
| Hong Kong | 0.86% |
| Singapore | 0.03% |
| South Korea | 0.00% |
| Taiwan | 0.64% |
|
Asia Emerging
|
0.79% |
| India | 0.79% |
| Indonesia | 0.00% |
| Thailand | 0.00% |
| Unidentified Region | 0.78% |
|---|
Bond Credit Quality Exposure
| AAA | 22.12% |
| AA | 22.54% |
| A | 17.11% |
| BBB | 23.42% |
| BB | 2.92% |
| B | 0.00% |
| Below B | 0.00% |
| CCC | 0.00% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.61% |
| Not Available | 11.29% |
| Short Term | 0.00% |
As of March 31, 2026
Stock Sector Exposure
| Cyclical |
|
22.45% |
| Materials |
|
3.93% |
| Consumer Discretionary |
|
4.97% |
| Financials |
|
13.30% |
| Real Estate |
|
0.25% |
| Sensitive |
|
27.64% |
| Communication Services |
|
4.51% |
| Energy |
|
0.00% |
| Industrials |
|
7.98% |
| Information Technology |
|
15.14% |
| Defensive |
|
9.85% |
| Consumer Staples |
|
3.36% |
| Health Care |
|
6.07% |
| Utilities |
|
0.41% |
| Not Classified |
|
40.06% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
40.06% |
As of March 31, 2026
Bond Sector Exposure
As of March 31, 2026
| Type | % Net |
|---|---|
| Government | 15.83% |
| Corporate | 46.02% |
| Securitized | 1.91% |
| Municipal | 26.51% |
| Other | 9.73% |
Bond Maturity Exposure
| Short Term |
|
0.13% |
| Less than 1 Year |
|
0.13% |
| Intermediate |
|
65.74% |
| 1 to 3 Years |
|
8.78% |
| 3 to 5 Years |
|
17.30% |
| 5 to 10 Years |
|
39.66% |
| Long Term |
|
34.02% |
| 10 to 20 Years |
|
9.67% |
| 20 to 30 Years |
|
21.40% |
| Over 30 Years |
|
2.96% |
| Other |
|
0.11% |
As of March 31, 2026