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Columbia Balanced Inst3 CBDYX

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59.34 USD +0.76 (+1.30%)

At closeNov 4, 2026, 8:09 PM EST

Day range unavailable

52.43 52-week range 60.25

YTD: +6.54%
1 year: +2.17%

NVDA NVIDIA CORP 5.70%
MSFT MICROSOFT CORP 4.36%
AAPL APPLE INC 3.98%
COLUMBIA SHORT TERM CASH FUND 3.58%
AMZN AMAZON.COM INC 2.96%
IEFA ISHARES CORE MSCI EAFE ETF 2.77%
AVGO BROADCOM INC 2.01%
GOOG ALPHABET INC-CL A 1.93%
META META PLATFORMS INC-CLASS A 1.80%
MU MICRON TECHNOLOGY INC 1.70%
GOOG ALPHABET INC-CL C 1.57%
LLY ELI LILLY & CO 1.44%
BRK-A BERKSHIRE HATHAWAY INC-CL B 1.39%
TEL TE CONNECTIVITY PLC 1.25%
DIS WALT DISNEY CO/THE 0.92%
V VISA INC-CLASS A SHARES 0.92%
AMAT APPLIED MATERIALS INC 0.90%
CVX CHEVRON CORP 0.89%
UMBS 30YR TBA(REG A) 6.00% 10/13/2056 0.88%
TXN TEXAS INSTRUMENTS INC 0.88%
TSLA TESLA INC 0.86%
VRTX VERTEX PHARMACEUTICALS INC 0.85%
SCHWAB (CHARLES) CORP 0.84%
0Y3K.L EATON CORP PLC 0.80%
BAC BANK OF AMERICA CORP 0.79%

Technology 41.21%
Financial Services 12.08%
Communication Services 11.39%
Healthcare 10.60%
Consumer Cyclical 8.62%
Industrials 8.44%
Energy 2.98%
Consumer Defensive 1.33%
Basic Materials 1.22%
Real Estate 1.13%
Utilities 1.00%

United States 54.91%
Other 40.12%
Ireland 2.16%
Japan 0.72%
United Kingdom 0.44%
Switzerland 0.26%
Germany 0.22%
France 0.21%
Australia 0.20%
Netherlands 0.16%
Sweden 0.10%
Spain 0.09%

No holders on record

No holders on record

No insider holdings on record