CIBC Private Wealth U.S. Core Equity Pool - Srs O (ATL5099)
14.05
+0.24
(+1.76%)
USD |
Apr 30 2026
ATL5099 Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 3.64% |
| Stock | 96.36% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of March 31, 2026
| Large | 96.69% |
| Mid | 2.81% |
| Small | 0.50% |
Region Exposure
| Americas | 97.80% |
|---|---|
|
North America
|
97.80% |
| Canada | 0.00% |
| United States | 97.80% |
|
Latin America
|
0.00% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.20% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
2.20% |
| Ireland | 2.20% |
|
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 | 0.00% |
|---|
Stock Sector Exposure
| Cyclical |
|
25.23% |
| Materials |
|
0.00% |
| Consumer Discretionary |
|
13.27% |
| Financials |
|
11.96% |
| Real Estate |
|
0.00% |
| Sensitive |
|
54.37% |
| Communication Services |
|
14.49% |
| Energy |
|
3.78% |
| Industrials |
|
9.88% |
| Information Technology |
|
26.22% |
| Defensive |
|
20.39% |
| Consumer Staples |
|
4.45% |
| Health Care |
|
13.78% |
| Utilities |
|
2.16% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.00% |
As of March 31, 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 | -- |