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Nasdaq USD

Columbia Global Technology Growth Inst2 (CTHRX)

83.15
+0.79
+(0.96%)
At close: 8:05:27 AM EDT

Top 10 Holdings (55.42% of Total Assets)

SymbolCompany% Assets
NVDA
NVIDIA Corporation 13.50%
AAPL
Apple Inc. 9.35%
MSFT
Microsoft Corporation 8.36%
AVGO
Broadcom Inc. 6.57%
GOOGL
Alphabet Inc. 3.55%
AMZN
Amazon.com, Inc. 3.55%
META
Meta Platforms, Inc. 3.12%
LRCX
Lam Research Corporation 2.64%
TSM
Taiwan Semiconductor Manufacturing Company Limited 2.43%
V
Visa Inc. 2.38%

Sector Weightings

SectorCTHRX
Technology   78.13%
Industrials   0.94%
Real Estate   0.22%
Energy   0.14%
Utilities   0.00%
Healthcare   0.00%

Overall Portfolio Composition (%)

Cash 1.39%
Stocks 98.60%
Bonds 0.00%
Others 0.00%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average CTHRX Category Average
Price/Earnings 0.03 34.88
Price/Book 0.11 7.96
Price/Sales 0.12 3.78
Price/Cashflow 0.04 23.11
Median Market Cap 549,196.69 151,521.39
3 Year Earnings Growth 21.78 19

Bond Holdings

Performance & Risk

YTD Return -12.24%
5y Average Return 20.21%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.28
Morningstar Risk Rating

Fund Overview

Category Technology
Fund Family Columbia Threadneedle
Net Assets 3.56B
YTD Return -3.02%
Yield 0.00%
Morningstar Rating
Inception Date Nov 09, 2000

Fund Summary

The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of technology companies that may benefit from technological improvements, advancements or developments. It invests at least 25% of the value of its total net assets at the time of purchase in the securities of issuers conducting their principal business activities in the technology and related group of industries.

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