CSRYX
Columbia Select Large Cap Value Fund
1W: -1.2%
1M: -4.4%
3M: -1.0%
YTD: +12.8%
1Y: +23.6%
3Y: +80.6%
5Y: +85.4%
$48.25
+0.30 (+0.63%)
Weekly Expected Move ±1.4%
$47
$47
$48
$49
$49
Key Statistics
AUM$3.1B
Holdings35
Top 10 Wt32.4%
Volume0
Avg Volume0
Beta0.77
Portfolio Fundamentals
P/E19.4
P/B4.6
Div Yield1.64%
ROE26.4%
% Profitable82%
Inception2014-10-02
Sector Allocation
Technology
19.0%
Financial Services
16.9%
Other
13.5%
Healthcare
8.8%
Consumer Cyclical
8.6%
Energy
7.2%
+5 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | EPAM SYSTEMS INC | EPAM | 3.84% | $125.6M | 1,066,082 |
| 2 | BROADCOM INC | AVGO | 3.58% | $117.1M | 316,079 |
| 3 | SALESFORCE INC | CRM | 3.57% | $116.7M | 452,988 |
| 4 | COLUMBIA SHORT TERM CASH FUND | — | 3.47% | $113.4M | — |
| 5 | MICRON TECHNOLOGY INC | MU | 3.36% | $109.9M | 114,595 |
| 6 | LOWE'S COS INC | LOW | 3.08% | $100.6M | 491,300 |
| 7 | AMERICAN TOWER CORP | AMT | 3.04% | $99.4M | 565,947 |
| 8 | AMAZON.COM INC | AMZN | 3.03% | $99.0M | 381,261 |
| 9 | BARRICK MINING CORP | ABR0.DE | 3.03% | $99.0M | 2,208,880 |
| 10 | CVS HEALTH CORP | CVS | 2.97% | $97.1M | 1,033,966 |