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Columbia Balanced Inst2 CLREX

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Price alert · CLREX

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57.82 USD +0.82 (+1.44%)

At closeNov 9, 2026, 8:08 PM EST

Day range unavailable

51.71 52-week range 59.41
YTD
+5.24%
1 year
+1.56%

Top holdings

  1. NVDA NVIDIA CORP 5.08%
  2. MSFT MICROSOFT CORP 4.41%
  3. AAPL APPLE INC 4.06%
  4. COLUMBIA SHORT TERM CASH FUND 3.04%
  5. AMZN AMAZON.COM INC 2.88%
  6. IEFA ISHARES CORE MSCI EAFE ETF 2.76%
  7. LLY ELI LILLY & CO 1.74%
  8. AVGO BROADCOM INC 1.70%
  9. GOOG ALPHABET INC-CL A 1.54%
  10. BRK-A BERKSHIRE HATHAWAY INC-CL B 1.53%
  11. META META PLATFORMS INC-CLASS A 1.51%
  12. GOOG ALPHABET INC-CL C 1.26%
  13. TEL TE CONNECTIVITY PLC 1.24%
  14. MU MICRON TECHNOLOGY INC 1.24%
  15. CVX CHEVRON CORP 1.02%
  16. BAC BANK OF AMERICA CORP 0.99%
  17. TSLA TESLA INC 0.99%
  18. DIS WALT DISNEY CO/THE 0.97%
  19. V VISA INC-CLASS A SHARES 0.95%
  20. TXN TEXAS INSTRUMENTS INC 0.93%
  21. WMT WALMART INC 0.91%
  22. UMBS 30YR TBA(REG A) 6.00% 11/12/2056 0.90%
  23. VRTX VERTEX PHARMACEUTICALS INC 0.90%
  24. SCHWAB (CHARLES) CORP 0.86%
  25. EBAY EBAY INC 0.82%

Sector weights

  • 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%

Country weights

  • United States 56.93%
  • Other 38.10%
  • Ireland 2.16%
  • Japan 0.71%
  • United Kingdom 0.44%
  • Switzerland 0.27%
  • Germany 0.22%
  • France 0.21%
  • Australia 0.20%
  • Netherlands 0.16%
  • Sweden 0.10%
  • Spain 0.09%

Top institutional holders

No holders on record

Top mutual fund holders

No holders on record

Insiders

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No insider holdings on record