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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.82 | 1.82 | 0.00 |
Stocks | 98.18 | 98.18 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.05 | 15.31 |
Price to Book | 3.28 | 2.42 |
Price to Sales | 2.34 | 1.63 |
Price to Cash Flow | 12.33 | 10.15 |
Dividend Yield | 2.60 | 2.61 |
5 Years Earnings Growth | 8.00 | 9.60 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.49 | 20.55 |
Technology | 17.58 | 12.44 |
Industrials | 14.31 | 11.91 |
Healthcare | 13.06 | 15.26 |
Consumer Defensive | 8.64 | 8.45 |
Energy | 8.64 | 8.49 |
Consumer Cyclical | 6.58 | 6.48 |
Utilities | 5.09 | 5.02 |
Communication Services | 4.00 | 5.48 |
Basic Materials | 2.20 | 3.94 |
Real Estate | 1.40 | 3.58 |
Number of long holdings: 79
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.12 | 200.71 | +1.92% | |
Microsoft | US5949181045 | 3.49 | 430.16 | +0.74% | |
Exxon Mobil | US30231G1022 | 2.62 | 113.42 | -0.08% | |
Broadcom | US11135F1012 | 2.40 | 1,407.84 | +1.04% | |
Chevron | US1667641005 | 2.39 | 157.75 | +0.52% | |
J&J | US4781601046 | 2.36 | 146.97 | -1.82% | |
Procter&Gamble | US7427181091 | 2.30 | 165.33 | -0.10% | |
Merck&Co | US58933Y1055 | 2.29 | 129.49 | -1.22% | |
Home Depot | US4370761029 | 2.23 | 325.10 | -0.55% | |
AbbVie | US00287Y1091 | 2.17 | 157.07 | -0.75% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Y | 8.01B | 4.71 | 7.52 | 10.88 | ||
Columbia Seligman Comms & Info A | 7.68B | 4.28 | 7.66 | 19.64 | ||
Columbia Contrarian Core Z | 6.01B | 6.87 | 8.21 | 12.41 | ||
Columbia Dividend Income A | 4.43B | 4.56 | 7.13 | 10.44 | ||
Columbia Disciplined Core A | 4.12B | 6.44 | 7.48 | 11.34 |
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