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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.90 | 1.90 | 0.00 |
Stocks | 98.10 | 98.10 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.67 | 19.65 |
Price to Book | 4.17 | 3.70 |
Price to Sales | 2.85 | 2.36 |
Price to Cash Flow | 14.60 | 13.57 |
Dividend Yield | 1.35 | 1.61 |
5 Years Earnings Growth | 12.12 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.15 | 26.48 |
Healthcare | 13.09 | 13.69 |
Financial Services | 12.73 | 14.24 |
Communication Services | 10.95 | 8.20 |
Industrials | 9.74 | 10.19 |
Consumer Cyclical | 9.58 | 10.25 |
Consumer Defensive | 5.25 | 6.53 |
Energy | 4.31 | 4.46 |
Utilities | 1.81 | 2.44 |
Basic Materials | 1.61 | 2.75 |
Real Estate | 0.79 | 2.35 |
Number of long holdings: 79
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.11 | 415.13 | +0.23% | |
Apple | US0378331005 | 6.33 | 192.25 | +0.54% | |
NVIDIA | US67066G1040 | 5.70 | 1,096.33 | -0.82% | |
Amazon.com | US0231351067 | 4.78 | 176.44 | -1.60% | |
Meta Platforms | US30303M1027 | 3.23 | 466.83 | +0.05% | |
Alphabet A | US02079K3059 | 2.49 | 172.50 | +0.23% | |
Alphabet C | US02079K1079 | 2.16 | 173.96 | +0.21% | |
Elevance Health | US0367521038 | 1.97 | 538.48 | +6.14% | |
Chevron | US1667641005 | 1.91 | 162.30 | +2.55% | |
JPMorgan | US46625H1005 | 1.82 | 202.63 | +1.66% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 19B | 4.65 | 7.40 | 10.72 | ||
Columbia Dividend Income Y | 8.01B | 4.71 | 7.52 | 10.88 | ||
Columbia Seligman Comms & Info A | 7.65B | 4.28 | 7.66 | 19.64 | ||
Columbia Contrarian Core Z | 6.05B | 6.87 | 8.21 | 12.41 | ||
Columbia Dividend Income A | 4.43B | 4.56 | 7.13 | 10.44 |
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