CIBC US Equity Class A (ATL525)
34.66
+0.13
(+0.36%)
CAD |
Apr 01 2026
ATL525 Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 2.27% |
| Stock | 97.73% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of February 28, 2026
| Large | 87.63% |
| Mid | 11.83% |
| Small | 0.54% |
Region Exposure
| Americas | 91.77% |
|---|---|
|
North America
|
91.77% |
| Canada | 0.00% |
| United States | 91.77% |
|
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 | 8.23% |
|---|---|
| United Kingdom | 3.87% |
|
Europe Developed
|
4.36% |
| Ireland | 2.83% |
| Netherlands | 1.53% |
|
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 |
|
28.47% |
| Materials |
|
2.96% |
| Consumer Discretionary |
|
10.46% |
| Financials |
|
12.75% |
| Real Estate |
|
2.31% |
| Sensitive |
|
54.95% |
| Communication Services |
|
12.40% |
| Energy |
|
3.48% |
| Industrials |
|
6.87% |
| Information Technology |
|
32.19% |
| Defensive |
|
16.59% |
| Consumer Staples |
|
2.41% |
| Health Care |
|
12.30% |
| Utilities |
|
1.88% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.00% |
As of February 28, 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 | -- |