TY

$33.85
Tri-Continental Corporation
Fund Family: Tri-Continental Corporation
Explore sections
1 Month
+2.42%
YTD
+15.23%
1 Year
+15.23%
3 Year
+61.08%

Magnificent 7 Exposure

Combined weight of mega-cap tech leaders

17.8%

of portfolio

NVDANVIDIA Corp
4.45%
MSFTMicrosoft Corp
3.35%
AAPLApple Inc
2.67%
GOOGLAlphabet Inc
2.49%
METAMeta Platforms Inc
2.42%
AMZNAmazon.com Inc
1.98%
TSLATesla Inc
0.45%

Top 10 Holdings (21.9% of portfolio)

  • NVIDIA Corp
    Manufacturing
    4.45%
  • Microsoft Corp
    Information
    3.35%
  • Apple Inc
    Manufacturing
    2.67%
  • Alphabet Inc
    Information
    2.49%
  • Meta Platforms Inc
    Information
    2.42%
  • Amazon.com Inc
    Retail Trade
    1.98%
  • Bristol-Myers Squibb Co
    Manufacturing
    1.20%
  • Booking Holdings Inc
    Manufacturing
    1.17%
  • Chevron Corp
    Unknown
    1.12%
  • Salesforce Inc
    Information
    1.03%

Fund Information

Net Assets$1.86B
Total Holdings200
Fund FamilyTri-Continental Corporation