Nasdaq - Delayed Quote USD

Columbia Seligman Global Tech Inst2 (SGTTX)

77.25 -1.48 (-1.88%)
As of 8:06:04 AM EST. Market Open.
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DELL
  • Previous Close 78.73
  • YTD Return 26.63%
  • Expense Ratio 0.97%
  • Category Technology
  • Last Cap Gain 47.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 2.59B
  • Beta (5Y Monthly) 1.38
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 22.00%
  • Last Dividend 0.30
  • Inception Date Sep 27, 2010

The fund generally invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of U.S. and non-U.S. companies with business operations in technology and technology-related industries. It generally invests at least 40% of its net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S., have their securities traded on non-U.S. exchanges or have been formed under the laws of non-U.S. countries. The fund is non-diversified.

Columbia Threadneedle

Fund Family

Technology

Fund Category

2.59B

Net Assets

2010-09-27

Inception Date

Performance Overview: SGTTX

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Trailing returns as of 12/10/2024. Category is Technology.

YTD Return

SGTTX
26.63%
Category
12.31%
 

1-Year Return

SGTTX
34.79%
Category
53.90%
 

3-Year Return

SGTTX
10.10%
Category
27.50%
 

5-Year Return

SGTTX
22.13%
Category
28.80%
 

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Holdings: SGTTX

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Top 10 Holdings (41.66% of Total Assets)

SymbolCompany% Assets
NVDA
NVIDIA Corporation 6.04%
AVGO
Broadcom Inc. 5.53%
AAPL
Apple Inc. 4.84%
MSFT
Microsoft Corporation 4.82%
LRCX
Lam Research Corporation 4.60%
GOOGL
Alphabet Inc. 4.24%
ORCL
Oracle Corporation 3.01%
GPN
Global Payments Inc. 2.92%
META
Meta Platforms, Inc. 2.90%
AMAT
Applied Materials, Inc. 2.77%

Sector Weightings

SectorSGTTX
Technology   73.37%
Industrials   6.02%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%
Healthcare   0.00%

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