CIBC Private Wealth Canadian Core Pool - Srs FT4 (ATL5132)
11.58
-0.15
(-1.29%)
CAD |
Mar 20 2026
ATL5132 Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 2.36% |
| Stock | 65.94% |
| Bond | 31.73% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.03% |
Market Capitalization
As of February 28, 2026
| Large | 89.12% |
| Mid | 6.68% |
| Small | 4.19% |
Region Exposure
| Americas | 99.93% |
|---|---|
|
North America
|
99.93% |
| Canada | 96.03% |
| United States | 3.90% |
|
Latin America
|
0.00% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 0.02% |
|---|---|
| United Kingdom | 0.01% |
|
Europe Developed
|
0.01% |
| France | 0.01% |
| Germany | 0.00% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.05% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.05% |
| Philippines | 0.05% |
| Unidentified Region | 0.00% |
|---|
Bond Credit Quality Exposure
| AAA | 66.32% |
| AA | 11.92% |
| A | 16.58% |
| BBB | 3.96% |
| BB | 0.00% |
| 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 | 0.14% |
| Not Available | 1.09% |
| Short Term | 0.00% |
As of February 28, 2026
Stock Sector Exposure
| Cyclical |
|
34.78% |
| Materials |
|
11.23% |
| Consumer Discretionary |
|
1.45% |
| Financials |
|
20.34% |
| Real Estate |
|
1.76% |
| Sensitive |
|
22.97% |
| Communication Services |
|
1.48% |
| Energy |
|
10.86% |
| Industrials |
|
7.41% |
| Information Technology |
|
3.22% |
| Defensive |
|
6.25% |
| Consumer Staples |
|
3.63% |
| Health Care |
|
0.00% |
| Utilities |
|
2.62% |
| Not Classified |
|
36.00% |
| Non Classified Equity |
|
3.50% |
| Not Classified - Non Equity |
|
32.50% |
As of February 28, 2026
Bond Sector Exposure
As of February 28, 2026
| Type | % Net |
|---|---|
| Government | 54.64% |
| Corporate | 21.29% |
| Securitized | 0.08% |
| Municipal | 21.89% |
| Other | 2.10% |
Bond Maturity Exposure
| Short Term |
|
0.00% |
| Less than 1 Year |
|
0.00% |
| Intermediate |
|
79.25% |
| 1 to 3 Years |
|
13.64% |
| 3 to 5 Years |
|
12.26% |
| 5 to 10 Years |
|
53.34% |
| Long Term |
|
20.74% |
| 10 to 20 Years |
|
6.30% |
| 20 to 30 Years |
|
11.15% |
| Over 30 Years |
|
3.29% |
| Other |
|
0.01% |
As of February 28, 2026