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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 | 19.75 |
Price to Book | 4.27 | 3.71 |
Price to Sales | 2.95 | 2.37 |
Price to Cash Flow | 15.04 | 13.66 |
Dividend Yield | 1.28 | 1.60 |
5 Years Earnings Growth | 12.90 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.86 | 26.53 |
Financial Services | 12.56 | 14.26 |
Healthcare | 12.08 | 13.70 |
Communication Services | 11.49 | 8.18 |
Consumer Cyclical | 10.08 | 10.26 |
Industrials | 9.62 | 10.16 |
Consumer Defensive | 5.59 | 6.51 |
Energy | 3.96 | 4.44 |
Utilities | 1.44 | 2.41 |
Basic Materials | 1.43 | 2.74 |
Real Estate | 0.88 | 2.37 |
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 | 547.94 | +0.74% | |
JPMorgan | US46625H1005 | 1.83 | 204.85 | +1.18% | |
AbbVie | US00287Y1091 | 1.78 | 166.42 | +1.26% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 19.21B | 4.65 | 7.40 | 10.72 | ||
Columbia Dividend Income Y | 8.13B | 4.71 | 7.52 | 10.88 | ||
Columbia Seligman Comms & Info A | 7.67B | 4.28 | 7.66 | 19.64 | ||
Columbia Dividend Income A | 4.49B | 4.56 | 7.13 | 10.44 | ||
Columbia Disciplined Core A | 4.16B | 6.44 | 7.48 | 11.34 |
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