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Columbia Balanced Fund Institutional Class (CBALX)

US Funds

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50.17 -0.32 -0.63%

11/03 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 3.05B

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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 %
Shares	57.93	57.93	0.00
Bonds	45.62	45.86	0.24

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.52	18.79
Price to Book	4.72	3.25
Price to Sales	3.33	2.25
Price to Cash Flow	15.97	12.63
Dividend Yield	1.19	1.95
5 Years Earnings Growth	9.57	10.88

Sector Allocation

Name	Net %	Category Average
Technology	32.60	24.17
Financial Services	13.60	15.56
Communication Services	13.34	7.57
Healthcare	11.53	12.68
Consumer Cyclical	11.43	10.21
Industrials	7.04	10.21
Consumer Defensive	4.06	5.99
Energy	2.77	4.88
Utilities	2.05	3.21
Real Estate	1.13	4.30
Basic Materials	0.46	3.19

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 1,020

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
5 Year Treasury Note Future Mar 25	-	4.26	-	-
Microsoft	US5949181045	4.20	379.64	-0.21%
10 Year Treasury Note Future Mar 25	-	4.19	-	-
Apple	US0378331005	3.48	216.29	-2.06%
NVIDIA	US67066G1040	3.47	114.13	+4.95%
Amazon.com	US0231351067	3.16	196.63	+0.02%
Federal National Mortgage Association 4%	-	2.35	-	-
2 Year Treasury Note Future Mar 25	-	2.16	-	-
Meta Platforms	US30303M1027	1.87	615.51	+1.62%
Federal National Mortgage Association 3%	-	1.65	-	-

Top Equity Funds by Columbia Threadneedle

Name	Total Assets	YTD%	3Y%	10Y%
Columbia Dividend Income Z	21.53B	5.30	10.57	11.15
Columbia Dividend Income Y	8.92B	5.31	10.69	11.30
Columbia Seligman Comms & Info A	7.28B	-3.15	11.27	18.55
Columbia Contrarian Core Z	5.66B	1.38	12.52	12.59
Columbia Dividend Income A	4.59B	5.28	10.30	10.87

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Columbia Balanced.	50.17	-0.32	-0.63%