Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.33 | 2.33 | 0.00 |
Stocks | 97.67 | 97.67 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.67 | 19.63 |
Price to Book | 4.27 | 3.70 |
Price to Sales | 2.95 | 2.36 |
Price to Cash Flow | 15.04 | 13.57 |
Dividend Yield | 1.28 | 1.61 |
5 Years Earnings Growth | 12.90 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.86 | 26.58 |
Financial Services | 12.56 | 14.22 |
Healthcare | 12.08 | 13.75 |
Communication Services | 11.49 | 8.16 |
Consumer Cyclical | 10.08 | 10.29 |
Industrials | 9.62 | 10.15 |
Consumer Defensive | 5.59 | 6.51 |
Energy | 3.96 | 4.38 |
Utilities | 1.44 | 2.39 |
Basic Materials | 1.43 | 2.74 |
Real Estate | 0.88 | 2.38 |
Number of long holdings: 80
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.42 | - | - | |
Apple Inc | - | 6.05 | - | - | |
NVIDIA Corp | - | 5.75 | - | - | |
Amazon.com Inc | - | 4.75 | - | - | |
Meta Platforms Inc Class A | - | 3.51 | - | - | |
Alphabet Inc Class A | - | 2.13 | - | - | |
Alphabet Inc Class C | - | 1.92 | - | - | |
Elevance Health | US0367521038 | 1.86 | 527.01 | +0.27% | |
JPMorgan | US46625H1005 | 1.83 | 190.53 | -0.59% | |
AbbVie | US00287Y1091 | 1.78 | 163.79 | +1.85% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 18.45B | 8.38 | 9.70 | 11.20 | ||
Columbia Dividend Income Y | 7.82B | 8.43 | 9.81 | 11.35 | ||
Columbia Seligman Comms & Info A | 7.1B | 8.59 | 10.15 | 19.94 | ||
Columbia Dividend Income A | 4.34B | 8.32 | 9.42 | 10.92 | ||
Columbia Disciplined Core A | 3.96B | 12.03 | 10.98 | 11.98 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review