CIBC US Equity Class A (ATL525)
41.35
+0.09
(+0.22%)
CAD |
Oct 06 2026
ATL525 Asset Allocations & Exposures
Asset Allocation
As of August 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.94% |
| Stock | 99.06% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of August 31, 2026
| Large | 87.44% |
| Mid | 11.64% |
| Small | 0.92% |
Region Exposure
| Americas | 93.95% |
|---|---|
|
North America
|
93.95% |
| Canada | 0.01% |
| United States | 93.94% |
|
Latin America
|
0.00% |
As of August 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 3.99% |
|---|---|
| United Kingdom | 2.02% |
|
Europe Developed
|
1.96% |
| Ireland | 1.07% |
| Netherlands | 0.90% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.96% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.96% |
| Taiwan | 0.96% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 1.10% |
|---|
Stock Sector Exposure
| Cyclical |
|
25.65% |
| Materials |
|
1.51% |
| Consumer Discretionary |
|
9.85% |
| Financials |
|
12.73% |
| Real Estate |
|
1.57% |
| Sensitive |
|
60.04% |
| Communication Services |
|
9.35% |
| Energy |
|
3.51% |
| Industrials |
|
7.87% |
| Information Technology |
|
39.31% |
| Defensive |
|
14.31% |
| Consumer Staples |
|
3.61% |
| Health Care |
|
8.90% |
| Utilities |
|
1.79% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
As of August 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 | -- |