CSGZX
Columbia Seligman Global Technology Fund Institutional Class
1W: +3.0%
1M: +0.2%
3M: +14.9%
YTD: +7.6%
1Y: +60.9%
3Y: +151.0%
5Y: +135.6%
$101.50
-3.10 (-2.96%)
ETF-Level Metrics
AUM$3.1B
Holdings64
Top 10 Wt—%
Beta1.50
% Profitable70%
Coverage—%
Portfolio Valuation
P/E—
P/B—
P/S—
EV/EBITDA—
P/FCF—
PEG—
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity—
Debt/Assets—
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio—
Quick Ratio—
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F—
Altman Z—
IS Quality—
IS Overall—
IS Value—
Median P/E25.4
Sector Breakdown
8 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Financial Services | 1 | —% | 27.8 |
| Technology | 48 | —% | 13.0 |
| Utilities | 1 | —% | 18.2 |
| Consumer Cyclical | 4 | —% | 26.6 |
| Communication Services | 6 | —% | 23.2 |
| Industrials | 3 | —% | -118.5 |
| Other | 12 | —% | — |
| Consumer Defensive | 1 | —% | -19.1 |
Smart Money Overlap
5 holdings with signals| Symbol | Company | Weight % | Signals | Badge | Insider Buys | Congress | Since Signal |
|---|---|---|---|---|---|---|---|
| BE | Bloom Energy Corporation | —% | 4 | Bullish | 10 | 4 | -2.7% |
| AEP | American Electric Power Company, Inc. | —% | 4 | Bullish | 26 | 3 | -5.1% |
| MSFT | Microsoft Corporation | —% | 4 | Bullish | 1 | 23 | -5.0% |
| CSCO | Cisco Systems, Inc. | —% | 4 | Bullish | 5 | 6 | -1.6% |
| AVGO | Broadcom Inc. | —% | 4 | Bullish | 1 | 11 | -3.5% |
Showing 50 of 76 holdings
· Page 1 of 2
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | AMAZON.COM INC | AMZN | —% | — | — | 28.3 | $2.2T | Consumer Cyclical |
| 2 | COURSERA INC | COUR | —% | — | — | -19.1 | $989M | Consumer Defensive |
| 3 | ALPHABET INC-CL A | GOOGL | —% | — | — | 27.5 | $3.6T | Communication Services |
| 4 | AIRBNB INC-CLASS A | ABNB | —% | — | — | 31.4 | $77.0B | Consumer Cyclical |
| 5 | ADVANCED ENERGY INDUSTRIES | AEIS | —% | — | — | 80.4 | $12.0B | Industrials |
| 6 | ADEIA INC | ADEA | —% | — | — | 22.8 | $2.5B | Technology |
| 7 | BLOOM ENERGY CORP- A | BE | —% | — | — | -447.6 | $35.5B | Industrials |
| 8 | BLOCK INC | SQ | —% | — | — | 27.9 | $51.7B | Technology |
| 9 | BILL HOLDINGS INC | BILL | —% | — | — | -166.6 | $4.0B | Technology |
| 10 | ATLASSIAN CORP-CL A | TEAM | —% | — | — | -102.6 | $19.4B | Technology |
| 11 | ARISTA NETWORKS INC | ANET | —% | — | — | 47.0 | $165.2B | Technology |
| 12 | APPLIED MATERIALS INC | AMAT | —% | — | — | 36.1 | $283.4B | Technology |
| 13 | APPLE INC | AAPL.NE | —% | — | — | 31.1 | $4.9T | Technology |
| 14 | AMERICAN ELECTRIC POWER | AEP | —% | — | — | 18.2 | $68.0B | Utilities |
| 15 | PINTEREST INC- CLASS A | PINS | —% | — | — | 30.0 | $12.6B | Communication Services |
| 16 | QUALCOMM INC | QCOM | —% | — | — | 25.9 | $138.7B | Technology |
| 17 | RENESAS ELECTRONICS CORP | 6723.T | —% | — | — | -87.5 | $4.5T | Technology |
| 18 | RINGCENTRAL INC-CLASS A | RNG | —% | — | — | 74.7 | $3.4B | Technology |
| 19 | SAILPOINT INC | SAIL | —% | — | — | -23.0 | $6.9B | Technology |
| 20 | ALPHABET INC-CL C | GOOG | —% | — | — | 27.5 | $3.6T | Communication Services |
| 21 | TEAMVIEWER SE | TMVWF | —% | — | — | 5.8 | $850M | Technology |
| 22 | TAIWAN SEMICONDUCTOR-SP ADR | TSM | —% | — | — | 27.8 | $1.7T | Technology |
| 23 | SYNOPSYS INC | SNPS | —% | — | — | 61.1 | $80.5B | Technology |
| 24 | SYNAPTICS INC | SYNA | —% | — | — | -44.6 | $2.8B | Technology |
| 25 | TENABLE HOLDINGS INC | TENB | —% | — | — | -65.3 | $2.4B | Technology |
| 26 | SEMTECH CORP | SMTC | —% | — | — | -168.8 | $6.8B | Technology |
| 27 | NIQ GLOBAL INTELLIGENCE PLC | NIQ | —% | — | — | -10.9 | $3.1B | Technology |
| 28 | NVIDIA CORP | NVDA | —% | — | — | 35.0 | $4.2T | Technology |
| 29 | NXP SEMICONDUCTORS NV | NXPI | —% | — | — | 23.9 | $48.4B | Technology |
| 30 | ON SEMICONDUCTOR | ON | —% | — | — | 196.3 | $23.8B | Technology |
| 31 | ORACLE CORP | ORCL | —% | — | — | 26.4 | $430.3B | Technology |
| 32 | PALO ALTO NETWORKS INC | PANW | —% | — | — | 88.3 | $111.1B | Technology |
| 33 | WIX.COM LTD | WIX | —% | — | — | 95.9 | $4.9B | Technology |
| 34 | WESTERN DIGITAL CORP | WDC | —% | — | — | 26.6 | $99.4B | Technology |
| 35 | VISA INC-CLASS A SHARES | V.BA | —% | — | — | 27.8 | $807.5T | Financial Services |
| 36 | TRIPADVISOR INC | TRIP | —% | — | — | 26.9 | $1.1B | Consumer Cyclical |
| 37 | TERADYNE INC | TER | —% | — | — | 82.1 | $45.5B | Technology |
| 38 | NETAPP INC | NTAP | —% | — | — | 16.5 | $20.0B | Technology |
| 39 | MICROSOFT CORP | MSFT | —% | — | — | 23.8 | $2.8T | Technology |
| 40 | META PLATFORMS INC-CLASS A | META | —% | — | — | 24.8 | $1.5T | Communication Services |
| 41 | MATCH GROUP INC | MTCH | —% | — | — | 11.9 | $7.3B | Communication Services |
| 42 | MARVELL TECHNOLOGY INC | MRVL | —% | — | — | 27.9 | $76.9B | Technology |
| 43 | LYFT INC-A | LYFT | —% | — | — | 1.9 | $5.4B | Technology |
| 44 | LAM RESEARCH CORP | LRCX | —% | — | — | 46.3 | $285.2B | Technology |
| 45 | KULICKE & SOFFA INDUSTRIES | KLIC | —% | — | — | -51.7 | $3.3B | Technology |
| 46 | INTUIT INC | INTU | —% | — | — | 29.3 | $126.8B | Technology |
| 47 | HEWLETT PACKARD ENTERPRISE | HPE | —% | — | — | -185.5 | $28.8B | Technology |
| 48 | GRAB HOLDINGS LTD - CL A | GRAB | —% | — | — | 54.5 | $14.1B | Technology |
| 49 | GODADDY INC - CLASS A | GDDY | —% | — | — | 13.1 | $11.5B | Technology |
| 50 | GLOBAL PAYMENTS INC | GPN | —% | — | — | 11.7 | $16.2B | Industrials |