Columbia U.S. Equity Income ETF EQIN

Medalist Rating as of | See Columbia Threadneedle Investment Hub

Morningstar’s Analysis EQIN

Will EQIN outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

An evolving process hampers an otherwise good approach.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

Columbia US Equity Income ETF has potential, but meaningful process changes and capital gains distributions dent its attractiveness.

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Portfolio Holdings EQIN

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ExxonMobil Holdings Corp

5.04 15M
Energy

AbbVie Inc

4.93 15M
Healthcare

JPMorgan Chase & Co

4.39 13M
Financial Services

Chevron Corp

4.38 13M
Energy

Bank of America Corp

4.00 12M
Financial Services

Procter & Gamble Co

3.60 11M
Consumer Defensive

UnitedHealth Group Inc

3.52 11M
Healthcare

Philip Morris International Inc

3.15 9M
Consumer Defensive

The Home Depot Inc

3.03 9M
Consumer Cyclical

The Goldman Sachs Group Inc

2.79 8M
Financial Services

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