CIBC Equity Inc Private Pl Cl I (ATL622)
12.52
+0.07
(+0.55%)
CAD |
Apr 02 2026
ATL622 Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 1.45% |
| Stock | 95.61% |
| Bond | 0.11% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 2.83% |
Market Capitalization
As of February 28, 2026
| Large | 71.05% |
| Mid | 13.90% |
| Small | 15.05% |
Region Exposure
| Americas | 97.28% |
|---|---|
|
North America
|
94.83% |
| Canada | 84.76% |
| United States | 10.07% |
|
Latin America
|
2.46% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.63% |
|---|---|
| United Kingdom | 0.55% |
|
Europe Developed
|
2.08% |
| France | 1.17% |
| Germany | 0.41% |
| Netherlands | 0.49% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.09% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.09% |
| India | 0.09% |
| Unidentified Region | 0.00% |
|---|
Stock Sector Exposure
| Cyclical |
|
53.98% |
| Materials |
|
16.91% |
| Consumer Discretionary |
|
3.06% |
| Financials |
|
30.42% |
| Real Estate |
|
3.59% |
| Sensitive |
|
33.37% |
| Communication Services |
|
2.23% |
| Energy |
|
14.07% |
| Industrials |
|
13.83% |
| Information Technology |
|
3.24% |
| Defensive |
|
9.92% |
| Consumer Staples |
|
4.75% |
| Health Care |
|
2.90% |
| Utilities |
|
2.27% |
| Not Classified |
|
2.73% |
| Non Classified Equity |
|
2.73% |
| 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 | -- |