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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.65 | 1.65 | 0.00 |
Stocks | 98.35 | 98.35 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.55 | 15.47 |
Price to Book | 3.33 | 2.50 |
Price to Sales | 2.46 | 1.72 |
Price to Cash Flow | 12.89 | 10.66 |
Dividend Yield | 2.43 | 2.49 |
5 Years Earnings Growth | 7.13 | 9.36 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.29 | 20.66 |
Technology | 17.64 | 12.68 |
Healthcare | 13.40 | 15.35 |
Industrials | 12.17 | 11.80 |
Consumer Defensive | 8.95 | 8.49 |
Energy | 7.44 | 7.70 |
Consumer Cyclical | 7.26 | 6.74 |
Utilities | 5.87 | 5.42 |
Communication Services | 4.41 | 5.49 |
Basic Materials | 2.05 | 3.66 |
Real Estate | 1.52 | 3.61 |
Number of long holdings: 80
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.98 | 242.31 | +1.64% | |
Microsoft | US5949181045 | 3.13 | 439.33 | +0.94% | |
Walmart | US9311421039 | 2.72 | 92.68 | +2.58% | |
J&J | US4781601046 | 2.65 | 145.85 | +0.40% | |
UnitedHealth | US91324P1021 | 2.63 | 506.10 | -0.05% | |
AbbVie | US00287Y1091 | 2.51 | 180.00 | +0.90% | |
Home Depot | US4370761029 | 2.42 | 396.14 | +0.94% | |
Exxon Mobil | US30231G1022 | 2.39 | 106.40 | +0.09% | |
Broadcom | US11135F1012 | 2.38 | 239.68 | +3.15% | |
P&G | US7427181091 | 2.14 | 168.94 | +0.49% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 21.64B | 20.78 | 10.47 | 11.27 | ||
Columbia Seligman Comms & Info A | 8.42B | 26.65 | 9.83 | 19.88 | ||
Columbia Contrarian Core Z | 6.14B | 25.71 | 12.38 | 12.95 | ||
Columbia Dividend Income A | 4.61B | 20.51 | 10.20 | 10.99 | ||
Columbia Disciplined Core A | 4.45B | 29.58 | 11.37 | 12.16 |
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