CI Balanced Equity Fund holdings as at 2024-08-06

CI Canadian Income & Growth Fund - YTD 8.9%, AUM 3.34b

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Top holdings Sector allocation (%)
Ci Private Market Growth Fund (Series I Mutual Fund 2.87%
Manulife Financial Corp Insurance 2.43%
Canadian Natural Resources Ltd Oil and Gas Production 2.26%
Fairfax Financial Holdings Ltd Insurance 2.12%
Microsoft Corp Information Technology 1.96%
CI Global Financial Sector ETF (FSF) Exchange Traded Fund 1.95%
Cad Cash Sweep Cash and Cash Equivalent 1.73%
Advanced Micro Devices Inc Computer Electronics 1.70%
Bank of Montreal Banking 1.65%
Cenovus Energy Inc Integrated Production 1.57%
Enbridge Inc Energy Services and Equipment 1.53%
Amazon.com Inc Retail 1.34%
Bank of Nova Scotia Banking 1.34%
Suncor Energy Inc Integrated Production 1.31%
Wheaton Precious Metals Corp Gold and Precious Metals 1.20%

CI Global Income & Growth Fund - YTD 10.5%, AUM 9.25b

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Top holdings Sector allocation (%)
United States Treasury 4.13% 15-Nov-2032 Fixed Income 4.55%
United States Treasury 4.00% 15-Nov-2052 Fixed Income 3.68%
Microsoft Corp Information Technology 3.49%
NVIDIA Corp Computer Electronics 2.78%
Ci Private Market Growth Fund (Series I Mutual Fund 2.71%
United States Treasury 3.63% 31-May-2028 Fixed Income 2.50%
Alphabet Inc Cl C Information Technology 2.37%
Amazon.com Inc Retail 2.07%
Apple Inc Computer Electronics 1.80%
United States Treasury 4.25% 31-May-2025 Fixed Income 1.76%
United States Treasury 5.00% 31-Oct-2025 Fixed Income 1.76%
Eli Lilly and Co Drugs 1.66%
Shell PLC Oil and Gas Production 1.12%
AstraZeneca PLC Drugs 1.11%
Hitachi Ltd Diversified Industrial Goods 1.02%

U.S. Equity & Income Fund - YTD 14.3%, 823.84b

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Top holdings Sector allocation (%)
Alphabet Inc Cl C Information Technology 6.74%
Amazon.com Inc Retail 4.85%
Meta Platforms Inc Cl A Information Technology 4.44%
KKR & Co Inc Asset Management 3.87%
Mastercard Inc Cl A Diversified Financial Services 3.74%
Brookfield Corp Cl A Asset Management 3.43%
Visa Inc Cl A Diversified Financial Services 3.41%
Microsoft Corp Information Technology 3.22%
JPMorgan Chase & Co Banking 2.55%
Booking Holdings Inc Leisure 2.37%
UnitedHealth Group Inc Healthcare Services 2.34%
Berkshire Hathaway Inc Cl A Insurance 2.14%
Live Nation Entertainment Inc Leisure 2.12%
United States Treasury 4.00% 15-Nov-2052 Fixed Income 1.79%
Ci Private Market Growth Fund (Series I Mutual Fund 1.78%