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Columbia Balanced Fund Institutional Class (CBALX)

US Funds

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56.43 +0.02 +0.04%

14/10 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 3.33B

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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 %
Cash	0.50	4.97	4.47
Shares	59.72	59.72	0.00
Bonds	39.78	42.21	2.43

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	23.95	19.31
Price to Book	4.51	3.31
Price to Sales	3.76	2.31
Price to Cash Flow	15.95	12.54
Dividend Yield	1.23	1.90
5 Years Earnings Growth	10.44	10.80

Sector Allocation

Name	Net %	Category Average
Technology	34.28	24.74
Financial Services	15.31	15.74
Communication Services	13.61	7.73
Healthcare	10.71	12.30
Consumer Cyclical	8.37	10.07
Industrials	7.84	10.24
Energy	3.31	4.80
Consumer Defensive	2.33	5.99
Utilities	2.20	3.23
Basic Materials	1.06	3.15
Real Estate	0.97	3.21

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 1,010

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
NVIDIA	US67066G1040	5.00	179.83	-0.11%
Microsoft	US5949181045	4.73	513.43	-0.03%
10 Year Treasury Note Future Dec 25	-	3.56	-	-
Apple	US0378331005	3.34	249.34	+0.63%
Amazon.com	US0231351067	2.77	215.57	-0.38%
5 Year Treasury Note Future Dec 25	-	2.63	-	-
Meta Platforms	US30303M1027	2.00	717.55	+1.26%
iShares Core MSCI EAFE	US46432F8427	1.75	87.61	+0.45%
Alphabet A	US02079K3059	1.54	251.03	+2.27%
JPMorgan	US46625H1005	1.38	305.69	+1.20%

Top Equity Funds by Columbia Threadneedle

Name	Total Assets	YTD%	3Y%	10Y%
Columbia Dividend Income Z	23.33B	13.04	17.79	12.86
Columbia Seligman Comms & Info A	10.38B	30.82	35.87	23.15
Columbia Dividend Income Y	9.8B	13.11	17.91	13.00
Columbia Contrarian Core Z	6.73B	14.42	25.64	14.81
Columbia Seligman Comms & Info Z	5.45B	31.07	36.22	23.46

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