Columbia Capital Allocation Moderate Portfolio Class R (CBMRX) is a Allocation--50% to 70% Equity fund with $1.58 Billion in assets. The fund allocates 90.98% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Columbia Overseas Core Institutional 3 at 11.29 of total assets. This is followed by Columbia Corporate Income Inst3 ( 10.59) and Columbia Bond Inst3 ( 10.41).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Columbia Overseas Core Institutional 3 | 11.29 | 15,398,414 | -187,213 |
| Columbia Corporate Income Inst3 | 10.59 | 14,964,277 | -401,772 |
| Columbia Bond Inst3 | 10.41 | 4,343,946 | -160,326 |
| Columbia High Yield Bond Inst3 | 10.24 | 12,331,987 | -292,160 |
| Columbia Large Cap Value Inst3 | 9.80 | 7,681,192 | -203,872 |
| Columbia Quality Income Inst3 | 9.09 | 5,991,587 | -236,822 |
| Columbia Select Large Cap Equity Inst3 | 8.76 | 6,728,004 | -2,087 |
| Columbia Contrarian Core Inst3 | 8.74 | 3,829,113 | -351 |
| Columbia Large Cap Growth Inst3 | 7.52 | 1,967,997 | 229 |
| Columbia US Treasury Index Inst3 | 4.54 | 5,646,999 | -250,780 |
| Columbia Emerging Markets Bond Inst3 | 1.82 | 2,530,064 | -34,922 |
| Columbia Emerging Markets Inst3 | 1.81 | 1,821,373 | 1,092 |
| Columbia Select Small Cap Value Inst3 | 1.53 | 829,400 | -2,700 |
| Columbia Small Cap Growth Inst3 | 1.09 | 726,224 | 0 |
| Columbia Commodity Strategy Inst3 | 0.83 | 469,081 | 0 |