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Columbia Capital Allocation Moderate Aggressive Portfolio Institutional 2 Class (0P0000XBKB)

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Columbia Capital Allocation Moderate Aggressive Po historical data, for real-time data please try another search

11.247 -0.060 -0.55%

19/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 5.73M

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0P0000XBKB Holdings

Comprehensive information about top holdings and Key Holding Information for the Columbia Capital Allocation Moderate Aggressive Po (0P0000XBKB) fund. Our Columbia Capital Allocation Moderate Aggressive Po 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	0.510	9.400	8.890
Shares	66.510	73.580	7.070
Bonds	32.740	32.820	0.080
Convertible	0.240	0.240	0.000
Other	0.010	0.010	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.980	18.531
Price to Book	2.882	3.217
Price to Sales	2.024	2.203
Price to Cash Flow	12.591	12.193
Dividend Yield	1.763	1.943
5 Years Earnings Growth	11.969	11.024

Sector Allocation

Name	Net %	Category Average
Technology	27.570	23.943
Healthcare	13.320	12.977
Financial Services	12.550	15.898
Consumer Cyclical	10.980	9.980
Industrials	10.860	10.167
Communication Services	9.080	7.513
Consumer Defensive	6.270	6.083
Energy	4.800	4.942
Real Estate	1.860	3.399
Utilities	1.660	3.220
Basic Materials	1.060	3.179

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 25

Number of short holdings: 4

Name	ISIN	Weight %	Last	Change %
Columbia Large Cap Growth Inst3	-	13.61	-	-
Columbia Overseas Core Institutional 3	-	12.12	-	-
Columbia Contrarian Core Inst3	-	11.99	-	-
Columbia Select Large Cap Equity Inst3	-	11.16	-	-
Columbia Large Cap Value Inst3	-	10.30	-	-
Columbia High Yield Bond Inst3	-	8.97	-	-
Columbia Bond Inst3	-	7.90	-	-
Columbia Quality Income Inst3	-	6.24	-	-
Columbia Corporate Income Inst3	-	5.30	-	-
Columbia Emerging Markets Inst3	-	4.04	-	-

Top Equity Funds by Columbia Threadneedle

Name	Total Assets	YTD%	3Y%	10Y%
Columbia Dividend Income Z	22.49B	3.36	9.66	10.97
Columbia Dividend Income Y	9.33B	3.40	9.78	11.12
Columbia Seligman Comms & Info A	8.23B	-6.13	13.34	17.51
Columbia Contrarian Core Z	6.35B	0.62	14.85	12.33
Columbia Dividend Income A	4.81B	3.26	9.39	10.69

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