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Columbia Capital Allocation Moderate Conservative Portfolio Institutional Class (0P00002VT7)

US Funds

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10.330 -0.030 -0.29%

29/08 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 11.91M

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0P00002VT7 Holdings

Comprehensive information about top holdings and Key Holding Information for the Columbia Capital Allocation Moderate Conservative (0P00002VT7) fund. Our Columbia Capital Allocation Moderate Conservative 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	3.910	20.840	16.930
Shares	35.520	38.510	2.990
Bonds	60.430	60.580	0.150
Convertible	0.070	0.070	0.000
Preferred	0.030	0.030	0.000
Other	0.040	0.040	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.594	17.506
Price to Book	2.769	2.695
Price to Sales	1.869	1.938
Price to Cash Flow	11.924	11.222
Dividend Yield	1.929	2.450
5 Years Earnings Growth	9.860	10.039

Sector Allocation

Name	Net %	Category Average
Technology	28.260	20.008
Financial Services	13.520	16.233
Consumer Cyclical	11.130	9.115
Healthcare	10.960	11.769
Industrials	10.060	10.646
Communication Services	9.360	6.712
Consumer Defensive	5.630	7.119
Energy	5.020	5.765
Basic Materials	2.310	3.728
Utilities	2.050	3.908
Real Estate	1.700	5.863

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 30

Number of short holdings: 15

Name	ISIN	Weight %	Last	Change %
Columbia Bond Inst3	-	14.92	-	-
Columbia Quality Income Inst3	-	12.55	-	-
Columbia US Treasury Index Inst3	-	12.14	-	-
Columbia Corporate Income Inst3	-	10.59	-	-
Columbia Overseas Core Institutional 3	-	8.98	-	-
Columbia High Yield Bond Inst3	-	7.93	-	-
Columbia Contrarian Core Inst3	-	7.57	-	-
Columbia Select Large Cap Equity Inst3	-	7.42	-	-
Columbia Disciplined Core Inst3	-	7.39	-	-
10 Year Treasury Note Future Mar 25	-	2.80	-	-

Top Equity Funds by Columbia Threadneedle

Name	Total Assets	YTD%	3Y%	10Y%
Columbia Dividend Income Z	23.2B	7.40	11.73	11.41
Columbia Dividend Income Y	9.53B	7.44	11.84	11.55
Columbia Seligman Comms & Info A	9.09B	10.87	20.59	20.23
Columbia Contrarian Core Z	6.65B	10.13	18.58	13.35
Columbia Dividend Income A	4.96B	7.25	11.45	11.13

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