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Columbia Balanced Fund Institutional Class (CBALX)

US Funds

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54.72 +0.15 +0.27%

22/11 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Columbia

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.75B

General
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CBALX Holdings

Comprehensive information about top holdings and Key Holding Information for the Columbia Balanced Z (CBALX) fund. Our Columbia Balanced Z portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Stocks	54.33	54.33	0.00
Bonds	46.85	46.88	0.03

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	21.11	18.47
Price to Book	4.45	3.17
Price to Sales	3.23	2.20
Price to Cash Flow	15.37	12.28
Dividend Yield	1.31	1.98
5 Years Earnings Growth	12.31	11.57

Sector Allocation

Name	Net %	Category Average
Technology	32.31	23.65
Financial Services	13.29	15.05
Communication Services	11.94	7.28
Healthcare	11.19	13.25
Consumer Cyclical	8.64	9.84
Industrials	8.20	10.40
Consumer Defensive	5.23	6.26
Energy	3.30	5.19
Basic Materials	2.38	3.43
Utilities	2.22	3.21
Real Estate	1.29	4.38

Region Allocation

North America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 991

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
2 Year Treasury Note Future Dec 24	-	5.71	-	-
10 Year Treasury Note Future Dec 24	-	4.16	-	-
NVIDIA	US67066G1040	3.95	141.95	-3.22%
Microsoft	US5949181045	3.57	417.00	+1.00%
Apple	US0378331005	3.35	229.87	+0.59%
Amazon.com	US0231351067	2.45	197.12	-0.64%
Federal National Mortgage Association 4%	-	2.36	-	-
5 Year Treasury Note Future Dec 24	-	2.35	-	-
Federal National Mortgage Association 3%	-	1.85	-	-
Meta Platforms	US30303M1027	1.69	559.14	-0.70%

Top Equity Funds by Columbia Threadneedle

Name	Total Assets	YTD%	3Y%	10Y%
Columbia Dividend Income Z	18.71B	15.18	7.90	11.04
Columbia Dividend Income Y	9.35B	15.31	8.02	11.19
Columbia Seligman Comms & Info A	8.26B	16.30	8.12	19.40
Columbia Contrarian Core Z	5.44B	18.99	9.59	12.63
Columbia Dividend Income A	4.79B	14.95	7.63	10.76

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Columbia Balanced.	54.72	+0.15	+0.27%