Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.03 | 2.03 | 0.00 |
Stocks | 97.97 | 97.97 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.46 | 15.67 |
Price to Book | 3.28 | 2.51 |
Price to Sales | 2.51 | 1.73 |
Price to Cash Flow | 12.62 | 10.77 |
Dividend Yield | 2.49 | 2.48 |
5 Years Earnings Growth | 7.11 | 9.19 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.63 | 21.06 |
Technology | 18.06 | 12.80 |
Healthcare | 12.42 | 15.13 |
Industrials | 11.82 | 11.90 |
Consumer Defensive | 9.16 | 8.28 |
Consumer Cyclical | 7.33 | 6.79 |
Energy | 6.92 | 7.62 |
Utilities | 5.62 | 5.37 |
Communication Services | 4.67 | 5.57 |
Basic Materials | 1.92 | 3.52 |
Real Estate | 1.45 | 3.53 |
Number of long holdings: 79
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.31 | 263.67 | -0.86% | |
Microsoft | US5949181045 | 3.47 | 442.25 | -1.00% | |
Walmart | US9311421039 | 3.01 | 94.61 | +0.86% | |
Broadcom | US11135F1012 | 2.61 | 243.01 | +1.14% | |
UnitedHealth | US91324P1021 | 2.61 | 533.00 | +0.61% | |
J&J | US4781601046 | 2.41 | 146.89 | +0.17% | |
Home Depot | US4370761029 | 2.40 | 414.18 | -0.05% | |
Exxon Mobil | US30231G1022 | 2.21 | 108.94 | -1.10% | |
AbbVie | US00287Y1091 | 2.19 | 170.67 | 0.00% | |
P&G | US7427181091 | 2.18 | 164.64 | -0.30% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Y | 8.9B | 15.18 | 6.62 | 10.90 | ||
Columbia Seligman Comms & Info A | 8.21B | 26.79 | 7.93 | 19.70 | ||
Columbia Contrarian Core Z | 6.04B | 23.35 | 9.89 | 12.76 | ||
Columbia Dividend Income A | 4.59B | 14.74 | 6.23 | 10.47 | ||
Columbia Disciplined Core A | 4.38B | 25.73 | 8.13 | 11.86 |
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