Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Columbia Balanced Fund COLUMBIA FUNDS SERIES TRUST I · 79 lines · as of Feb 28, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Columbia Balanced Fund |
|---|---|
| NVIDIA Corp | 4.81 % |
| Apple Inc | 3.72 % |
| Microsoft Corp | 3.65 % |
| Alphabet Inc | 3.53 % |
| iShares Core MSCI EAFE ETF | 2.92 % |
| Amazon.com Inc | 2.69 % |
| Eli Lilly & Co | 1.63 % |
| Broadcom Inc | 1.61 % |
| Meta Platforms Inc | 1.48 % |
| Honeywell International Inc | 1.35 % |
| Visa Inc | 1.14 % |
| Netflix Inc | 1.02 % |
| Texas Instruments Inc | 1.02 % |
| Blackrock Inc | 0.97 % |
| Chevron Corp | 0.97 % |
| TE Connectivity PLC | 0.97 % |
| eBay Inc | 0.97 % |
| Bank of America Corp | 0.90 % |
| Vertex Pharmaceuticals Inc | 0.87 % |
| Verizon Communications Inc | 0.85 % |
| Boeing Co/The | 0.85 % |
| Applied Materials Inc | 0.80 % |
| ConocoPhillips | 0.80 % |
| Walmart Inc | 0.79 % |
| Equinix Inc | 0.76 % |
| DTE Energy Co | 0.75 % |
| Eaton Corp PLC | 0.72 % |
| Tesla Inc | 0.71 % |
| Wells Fargo & Co | 0.70 % |
| PepsiCo Inc | 0.70 % |
1 funds, 79 lines read.