CIBC Private Wealth Canadian Core Equity Pool O (ATL5097)
15.56
-0.07
(-0.42%)
CAD |
Oct 22 2026
ATL5097 Asset Allocations & Exposures
Asset Allocation
As of September 30, 2026.
| Type | % Net |
|---|---|
| Cash | 1.92% |
| Stock | 98.08% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of September 30, 2026
| Large | 88.03% |
| Mid | 7.66% |
| Small | 4.32% |
Region Exposure
| Americas | 100.0% |
|---|---|
|
North America
|
100.0% |
| Canada | 94.87% |
| United States | 5.14% |
|
Latin America
|
0.00% |
As of September 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 0.00% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
0.00% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | -0.01% |
|---|
Stock Sector Exposure
| Cyclical |
|
50.67% |
| Materials |
|
13.74% |
| Consumer Discretionary |
|
1.64% |
| Financials |
|
33.10% |
| Real Estate |
|
2.19% |
| Sensitive |
|
33.94% |
| Communication Services |
|
1.11% |
| Energy |
|
13.72% |
| Industrials |
|
10.32% |
| Information Technology |
|
8.79% |
| Defensive |
|
9.17% |
| Consumer Staples |
|
4.73% |
| Health Care |
|
0.00% |
| Utilities |
|
4.44% |
| Not Classified |
|
6.22% |
| Non Classified Equity |
|
6.22% |
As of September 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 | -- |