
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.67 | 1.67 | 0.00 |
Stocks | 98.33 | 98.33 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.12 | 15.64 |
Price to Book | 3.41 | 2.49 |
Price to Sales | 2.60 | 1.71 |
Price to Cash Flow | 12.81 | 10.61 |
Dividend Yield | 2.38 | 2.52 |
5 Years Earnings Growth | 7.41 | 9.07 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.21 | 21.39 |
Technology | 18.01 | 12.88 |
Healthcare | 12.69 | 15.12 |
Industrials | 11.76 | 11.91 |
Consumer Defensive | 8.98 | 8.13 |
Consumer Cyclical | 7.22 | 6.81 |
Energy | 6.80 | 7.56 |
Utilities | 5.58 | 5.24 |
Communication Services | 4.39 | 5.54 |
Basic Materials | 1.90 | 3.43 |
Real Estate | 1.45 | 3.49 |
Number of long holdings: 79
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.64 | 232.44 | +3.22% | |
Microsoft | US5949181045 | 3.30 | 388.56 | +2.58% | |
Walmart | US9311421039 | 3.15 | 85.35 | +1.01% | |
UnitedHealth | US91324P1021 | 2.70 | 488.65 | +1.48% | |
Home Depot | US4370761029 | 2.46 | 351.31 | +1.17% | |
J&J | US4781601046 | 2.45 | 162.81 | -0.11% | |
Broadcom | US11135F1012 | 2.40 | 195.54 | +2.18% | |
AbbVie | US00287Y1091 | 2.19 | 211.77 | +0.10% | |
Exxon Mobil | US30231G1022 | 2.12 | 111.90 | +2.97% | |
Bank of America | US0605051046 | 2.09 | 40.89 | +3.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 21.24B | 5.30 | 10.57 | 11.15 | ||
Columbia Dividend Income Y | 8.8B | 5.31 | 10.69 | 11.30 | ||
Columbia Seligman Comms & Info A | 7.21B | -3.15 | 11.27 | 18.55 | ||
Columbia Contrarian Core Z | 5.61B | 1.38 | 12.52 | 12.59 | ||
Columbia Disciplined Core A | 3.99B | -0.20 | 10.77 | 11.46 |
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