# Portfolio overlap — ABUAX vs OSCBX

Comparing **Columbia Capital Allocation Moderate Portfolio** (2026-01-31) and **Overseas SMA Completion Portfolio** (2026-02-28).

- Shared positions: 2
- Columbia Capital Allocation Moderate Portfolio covered by Overseas SMA Completion Portfolio: 0.02213313905479105792515850619
- Overseas SMA Completion Portfolio covered by Columbia Capital Allocation Moderate Portfolio: 0.02213313905479105792515850619

## Columbia Capital Allocation Moderate Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Columbia Bond Fund | 0.207802 |  |
| COLUMBIA OVERSEAS CORE FUND | 0.102292 |  |
| COLUMBIA TRUST CONTRARIAN CORE FD | 0.099740 |  |
| Columbia Select Large Cap Equity Fund | 0.099628 |  |
| COLUMBIA CORNERSTONE GROWTH FUND | 0.092639 |  |
| COLUMBIA LARGE CAP VALUE FUND | 0.090844 |  |
| COLUMBIA SELECT CORPORATE INCOME FUND | 0.076822 |  |
| Columbia High Yield Bond Fund | 0.044914 |  |
| COLUMBIA US GOVERNMENT MORTGAGE | 0.039445 |  |
| Columbia Research Enhanced Emerging Economies ETF | 0.028781 |  |
| Columbia US Treasury Index Fund | 0.024719 |  |
| COLUMBIA EMERGING MARKETS FUND | 0.024600 |  |
| Columbia Emerging Markets Bond Fund | 0.022589 |  |
| COLUMBIA SHORT TERM CASH FUND | 0.021085 | ✓ |
| Columbia Select Small Cap Value Fund | 0.008554 |  |
| Columbia Small Cap Growth Fund | 0.008222 |  |
| COLUMBIA COMMODITY STRATEGY FUND | 0.005078 |  |
| WORLDCLIMATE PARI MAR26 | 0.001594 | ✓ |
| ZURICH INSURANCE GROUP AG TRS 0.0000% 05-15-2033 | 0.000227 |  |
| ZTO EXPRESS CAYMAN INC (GS) (CFD) | 0.000118 |  |
| ZCS BRL 14.0087 05/12/25-01/04/27 CME | 0.000082 |  |
| SPI 200 MAR 26 | 0.000080 |  |
| WHEAT MAY 26 | 0.000061 |  |
| US DOLLARS | 0.000045 |  |
| US DOLLARS | 0.000030 |  |
| ZAR/USD FORWARD | 0.000010 |  |
| WHEAT SEP 26 | 0.000000 |  |

## Overseas SMA Completion Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| COLUMBIA SHORT TERM CASH FUND | 0.058542 | ✓ |
| NORTHERN STAR RE | 0.050708 |  |
| BPER BANCA SPA | 0.046448 |  |
| PIRAEUS BANK SA | 0.046129 |  |
| EMAAR PROP PJSC | 0.043829 |  |
| MEBUKI FINANCIAL | 0.041769 |  |
| TOKYO TATEMONO | 0.034218 |  |
| SANKYO CO/ | 0.028162 |  |
| SHIMAMURA CORP | 0.027746 |  |
| TOYOTA TSUSHO | 0.027458 |  |
| TP ICAP GROUP PL | 0.027347 |  |
| LEROY SEAFOOD GR | 0.026608 |  |
| ASR NEDERLAND NV | 0.025655 |  |
| BANK OF IRELAND GROUP PLC | 0.025502 |  |
| VENTURE CORP LTD | 0.025146 |  |
| PKOBP | 0.024806 |  |
| IYOGIN HOLDINGS | 0.023988 |  |
| TOPPAN Holdings Inc | 0.023885 |  |
| DAIWABO HOLDINGS | 0.023550 |  |
| MATSUKIYOCOCOKAR | 0.023120 |  |
| CENTRICA PLC | 0.022891 |  |
| YELLOW CAKE PLC/LONDON | 0.021981 |  |
| MACNICA HOLDINGS | 0.020637 |  |
| NIPPON TV HDS | 0.020478 |  |
| FINNING INTL INC | 0.020393 |  |
| BOC HONG KONG HO | 0.019466 |  |
| MEDIPAL HD | 0.018978 |  |
| KION GROUP AG | 0.017596 |  |
| EIFFAGE | 0.017349 |  |
| PRADA SPA | 0.016627 |  |
| YOUNGONE CORP | 0.016393 |  |
| BUZZI UNICEM SPA | 0.015535 |  |
| JD SPORTS FASHION PLC | 0.015241 |  |
| SCREEN HOLDINGS | 0.012908 |  |
| KINDEN CORP | 0.012002 |  |
| DUERR AG COMMON STOCK | 0.010887 |  |
| Sanwa Holdings Corporation | 0.010837 |  |
| SHIP HEALTHCARE | 0.009362 |  |
| THUNGELA RESOURC | 0.008694 |  |
| TV ASAHI HOLDING | 0.008625 |  |
| SUNDRUG CO LTD COMMON STOCK | 0.007929 |  |
| WH GROUP LTD | 0.007573 |  |
| ENDESA | 0.006775 |  |
| Receive AKBANK Pay Overnight Rate -3 | 0.005181 |  |
| WORLDCLIMATE PARI MAR26 | 0.001048 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-033309` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1352280/000141036826033309/0001410368-26-033309-index.htm>
- N-PORT (fund B) — accession `0001410368-26-040879` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/773757/000141036826040879/0001410368-26-040879-index.htm>

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