CCCRX
Columbia Contrarian Core Fund
1W: -0.8%
1M: +0.2%
3M: +2.1%
YTD: +11.7%
1Y: +14.2%
3Y: +81.0%
5Y: +78.5%
$43.01
+0.36 (+0.84%)
Weekly Expected Move ±1.4%
$41
$42
$43
$43
$44
Key Statistics
AUM$18.5B
Holdings71
Top 10 Wt47.9%
Volume0
Avg Volume0
Beta1.01
Portfolio Fundamentals
P/E29.3
P/B10.5
Div Yield0.85%
ROE42.0%
% Profitable82%
Inception2010-09-27
Sector Allocation
Technology
40.1%
Financial Services
11.1%
Communication Services
10.5%
Healthcare
10.0%
Consumer Cyclical
9.5%
Industrials
7.9%
+5 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 8.86% | $1.6B | 7,468,464 |
| 2 | MICROSOFT CORP | MSFT | 6.70% | $1.2B | 2,456,030 |
| 3 | APPLE INC | AAPL | 6.07% | $1.1B | 3,563,691 |
| 4 | AMAZON.COM INC | AMZN | 5.13% | $954.7M | 3,675,293 |
| 5 | BROADCOM INC | AVGO | 3.23% | $600.4M | 1,621,244 |
| 6 | ALPHABET INC-CL A | GOOG | 3.00% | $557.8M | 1,643,769 |
| 7 | ALPHABET INC-CL C | GOOG | 2.44% | $453.2M | 1,351,195 |
| 8 | MICRON TECHNOLOGY INC | MU | 2.38% | $443.3M | 462,364 |
| 9 | ELI LILLY & CO | LLY | 2.36% | $438.6M | 379,211 |
| 10 | META PLATFORMS INC-CLASS A | META | 2.31% | $429.4M | 750,337 |