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Columbia Large Cap Value Fund Institutional 3 Class (0P0000WTBR)

US Funds

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16.940 -0.020 -0.12%

30/05 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 425.67M

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0P0000WTBR Holdings

Comprehensive information about top holdings and Key Holding Information for the Columbia Diversified Equity Income Fund Class Y (0P0000WTBR) fund. Our Columbia Diversified Equity Income Fund Class Y 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	1.020	1.020	0.000
Shares	98.980	98.980	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.541	15.655
Price to Book	2.320	2.481
Price to Sales	1.739	1.691
Price to Cash Flow	10.413	10.482
Dividend Yield	2.307	2.526
5 Years Earnings Growth	8.947	9.624

Sector Allocation

Name	Net %	Category Average
Financial Services	22.920	21.212
Industrials	14.850	11.680
Healthcare	12.650	15.631
Consumer Defensive	10.890	8.538
Technology	9.150	12.422
Communication Services	6.660	5.547
Energy	6.480	7.639
Utilities	4.830	5.336
Basic Materials	4.410	3.401
Real Estate	4.000	3.499
Consumer Cyclical	3.150	6.739

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 68

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Berkshire Hathaway B	US0846707026	4.18	503.96	-0.44%
JPMorgan	US46625H1005	3.92	264.00	-0.14%
Walmart	US9311421039	3.07	98.72	+1.67%
Exxon Mobil	US30231G1022	3.00	102.30	-0.38%
Philip Morris	US7181721090	2.71	180.59	+1.53%
P&G	US7427181091	2.24	169.89	+0.79%
Linde PLC	IE000S9YS762	2.18	408.000	+0.20%
Boeing	US0970231058	2.11	207.32	-0.41%
Vertex	US92532F1003	1.98	442.05	-1.13%
Citigroup	US1729674242	1.96	75.32	-0.28%

Top Equity Funds by Columbia Threadneedle

Name	Total Assets	YTD%	3Y%	10Y%
Columbia Dividend Income Z	21.88B	-0.57	8.89	10.64
Columbia Dividend Income Y	9.04B	-0.56	9.01	10.79
Columbia Seligman Comms & Info A	7.46B	-14.06	10.81	17.43
Columbia Contrarian Core Z	6.04B	-5.59	12.26	11.84
Columbia Dividend Income A	4.68B	-0.66	8.61	10.36

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