CIBC Equity Inc Private Pl Cl C (ATL629)
9.697
+0.15
(+1.61%)
CAD |
Feb 13 2026
ATL629 Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.86% |
| Stock | 96.05% |
| Bond | 0.47% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 2.62% |
Market Capitalization
As of December 31, 2025
| Large | 71.00% |
| Mid | 13.61% |
| Small | 15.39% |
Region Exposure
| Americas | 97.32% |
|---|---|
|
North America
|
95.17% |
| Canada | 84.39% |
| United States | 10.79% |
|
Latin America
|
2.15% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.58% |
|---|---|
| United Kingdom | 0.52% |
|
Europe Developed
|
2.07% |
| France | 1.12% |
| Germany | 0.45% |
| Netherlands | 0.51% |
|
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 |
|
53.28% |
| Materials |
|
13.26% |
| Consumer Discretionary |
|
3.06% |
| Financials |
|
33.69% |
| Real Estate |
|
3.27% |
| Sensitive |
|
37.00% |
| Communication Services |
|
2.29% |
| Energy |
|
15.96% |
| Industrials |
|
14.25% |
| Information Technology |
|
4.50% |
| Defensive |
|
9.71% |
| Consumer Staples |
|
4.54% |
| Health Care |
|
2.75% |
| Utilities |
|
2.42% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.00% |
As of December 31, 2025
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 | -- |