CIBC Atlas Disciplined Equity Fund Institutional (AWEIX)
34.74
+0.09
(+0.26%)
USD |
Dec 05 2025
AWEIX Asset Allocations & Exposures
Asset Allocation
As of July 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.52% |
| Stock | 99.19% |
| Bond | 0.32% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.04% |
Market Capitalization
As of July 31, 2025
| Large | 88.58% |
| Mid | 11.42% |
| Small | 0.00% |
Region Exposure
| Americas | 92.83% |
|---|---|
|
North America
|
92.83% |
| United States | 92.83% |
|
Latin America
|
0.00% |
As of July 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 6.69% |
|---|---|
| United Kingdom | 3.06% |
|
Europe Developed
|
3.63% |
| Ireland | 2.98% |
| Netherlands | 0.65% |
|
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 | 0.48% |
|---|
Stock Sector Exposure
| Cyclical |
|
32.40% |
| Materials |
|
2.87% |
| Consumer Discretionary |
|
11.45% |
| Financials |
|
15.98% |
| Real Estate |
|
2.11% |
| Sensitive |
|
52.54% |
| Communication Services |
|
8.86% |
| Energy |
|
3.79% |
| Industrials |
|
5.30% |
| Information Technology |
|
34.59% |
| Defensive |
|
13.61% |
| Consumer Staples |
|
2.76% |
| Health Care |
|
9.42% |
| Utilities |
|
1.42% |
| Not Classified |
|
1.44% |
| Non Classified Equity |
|
0.60% |
| Not Classified - Non Equity |
|
0.84% |
As of July 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 | -- |