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Columbia Balanced Fund Institutional 2 Class (CLREX)

US Funds

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52.45 -0.49 -0.93%

13/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 520.72M

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CLREX Holdings

Comprehensive information about top holdings and Key Holding Information for the Columbia Balanced R5 (CLREX) fund. Our Columbia Balanced R5 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.44	5.70	5.26
Shares	55.48	55.48	0.00
Bonds	44.07	44.36	0.29
Other	0.01	0.01	0.00

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.60	18.42
Price to Book	4.16	3.21
Price to Sales	3.26	2.20
Price to Cash Flow	14.62	12.20
Dividend Yield	1.29	1.94
5 Years Earnings Growth	9.49	11.17

Sector Allocation

Name	Net %	Category Average
Technology	32.75	23.88
Financial Services	14.38	15.86
Healthcare	13.79	13.12
Communication Services	12.16	7.49
Consumer Cyclical	8.04	9.96
Industrials	7.65	10.13
Consumer Defensive	3.47	6.08
Energy	3.23	4.98
Utilities	2.20	3.21
Real Estate	1.37	3.40
Basic Materials	0.96	3.18

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 1,043

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.30	479.66	+0.99%
Apple	US0378331005	3.53	198.50	+1.04%
NVIDIA	US67066G1040	3.44	144.49	+1.78%
10 Year Treasury Note Future June 25	-	3.35	-	-
5 Year Treasury Note Future June 25	-	2.18	-	-
Amazon.com	US0231351067	2.13	214.50	+1.13%
Federal National Mortgage Association 4%	-	2.09	-	-
Federal National Mortgage Association 3%	-	1.80	-	-
iShares Core MSCI EAFE	US46432F8427	1.70	82.59	+1.26%
Meta Platforms	US30303M1027	1.47	703.52	+3.10%

Top Equity Funds by Columbia Threadneedle

Name	Total Assets	YTD%	3Y%	10Y%
Columbia Dividend Income Z	22.04B	3.36	9.66	10.97
Columbia Dividend Income Y	9.16B	3.40	9.78	11.12
Columbia Seligman Comms & Info A	7.77B	-6.13	13.34	17.51
Columbia Contrarian Core Z	6.1B	0.62	14.85	12.33
Columbia Dividend Income A	4.71B	3.26	9.39	10.69

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