Fund comparison · from official SEC filings
CCERX vs PBP: how much do they overlap?
Columbia Large Cap Enhanced Core Fund and Invesco S&P 500 BuyWrite ETF
vs
CCERX and PBP are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
CCERX
PBP
N
NVDANVIDIA CORP
8.43%
8.01%
A
AAPLAPPLE INC
7.81%
6.58%
G
GOOGLALPHABET INC-CL A
6.60%
3.70%
M
MSFTMICROSOFT CORP
4.78%
5.00%
A
AMZNAMAZON.COM INC
3.51%
4.27%
A
AVGOBROADCOM INC
3.40%
3.27%
M
METAMETA PLATFORMS INC-CLASS A
2.88%
2.21%
T
TSLATESLA INC
1.45%
1.77%
E
EXMOCEXXON MOBIL CORP
1.60%
1.06%
L
LRCXLAM RESEARCH CORP
1.45%
0.53%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
0.76%
1.43%
J
JPMJPMORGAN CHASE & CO
0.67%
1.39%
C
CSCOCISCO SYSTEMS INC
1.37%
0.60%
M
MUMICRON TECHNOLOGY INC
1.30%
0.96%
C
CVXCHEVRON CORP
1.24%
0.60%
L
LLYELI LILLY & CO
0.83%
1.22%
M
MAMASTERCARD INC - A
1.19%
0.68%
C
CCITIGROUP INC
1.08%
0.37%
B
BMYBRISTOL-MYERS SQUIBB CO
1.01%
0.20%
P
PLTRPALANTIR TECHNOLOGIES INC-A
1.00%
0.52%
P
PGPROCTER & GAMBLE CO/THE
0.98%
0.56%
G
GSGOLDMAN SACHS GROUP INC
0.97%
0.46%
F
FDXFEDEX CORP
0.96%
0.14%
M
MOALTRIA GROUP INC
0.96%
0.20%
W
WMTWALMART INC
0.20%
0.95%
Only in CCERX
?
—COLUMBIA SHORT TERM CASH FUND
1.38%
?
—Chicago Mercantile Exchange
0.13%
Only in PBP
G
GOOGALPHABET INC-CL C
2.95%
C
CATCATERPILLAR INC
0.68%
N
NFLXNETFLIX INC
0.65%
B
BACBANK OF AMERICA CORP
0.59%
U
UNHUNITEDHEALTH GROUP INC
0.55%
H
HDHOME DEPOT INC
0.54%
K
KOCOCA-COLA CO/THE
0.50%
G
GEGENERAL ELECTRIC
0.50%
G
GEVGE VERNOVA INC
0.48%
O
ORCLORACLE CORP
0.45%
M
MRKMERCK & CO. INC.
0.45%
P
PMPHILIP MORRIS INTERNATIONAL
0.42%
T
TXNTEXAS INSTRUMENTS INC
0.42%
W
WFCWELLS FARGO & CO
0.42%
R
RTXRTX CORP
0.39%
L
LINLINDE PLC
0.39%
P
PEPPEPSICO INC
0.36%
I
IBMINTL BUSINESS MACHINES CORP
0.36%
M
MCDMCDONALD'S CORP
0.35%
N
NEENEXTERA ENERGY INC
0.34%
V
VZVERIZON COMMUNICATIONS INC
0.33%
A
ADIANALOG DEVICES INC
0.32%
D
DISWALT DISNEY CO/THE
0.30%
T
TAT&T INC
0.30%
A
APHAMPHENOL CORP-CL A
0.30%
Hold CCERX and PBP together? See your combined true holdings, overlap, and blended fees — free, no signup.
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.