SHGTX
Columbia Seligman Global Technology Fund Class A
1W: +1.1%
1M: +5.8%
3M: +3.5%
YTD: +54.9%
1Y: +63.8%
3Y: +159.6%
5Y: +110.9%
$146.34
+2.61 (+1.82%)
Weekly Expected Move ±2.8%
$136
$140
$144
$148
$152
Key Statistics
AUM$5.4B
Holdings65
Top 10 Wt52.8%
Volume0
Avg Volume0
Beta1.71
Portfolio Fundamentals
P/E8.0
P/B2.4
Div Yield0.51%
ROE35.9%
% Profitable63%
Inception1994-05-23
Sector Allocation
Technology
64.2%
Industrials
13.7%
Communication Services
9.4%
Real Estate
4.7%
Financial Services
3.2%
Consumer Cyclical
2.6%
+3 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Bloom Energy Corp | BE | 13.57% | $567.5M | 2,002,876 |
| 2 | Lam Research Corp | LAR.DE | 6.80% | $284.3M | 1,102,469 |
| 3 | Marvell Technology Inc | MRVL | 5.48% | $229.1M | 1,387,454 |
| 4 | Broadcom Inc | 1YD.DE | 4.78% | $199.8M | 478,691 |
| 5 | NVIDIA Corp | 0QOJ.L | 4.73% | $197.7M | 990,568 |
| 6 | Alphabet Inc | GOOGL.SW | 4.31% | $180.2M | 468,186 |
| 7 | Western Digital Corp | 0QZF.L | 3.95% | $165.0M | 379,688 |
| 8 | Applied Materials Inc | 4336.HK | 3.55% | $148.3M | 375,914 |
| 9 | Apple Inc | AAPL.DE | 2.82% | $117.9M | 434,517 |
| 10 | Microsoft Corp | 4338.HK | 2.80% | $117.1M | 287,055 |