CAM

Columbia Asset Management Portfolio holdings

AUM $563M
1-Year Est. Return 20.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1 +$1.22M
2 +$890K
3 +$731K
4
WPC icon
W.P. Carey
WPC
+$595K
5
HD icon
Home Depot
HD
+$469K

Top Sells

1 +$2.14M
2 +$553K
3 +$364K
4
WFC icon
Wells Fargo
WFC
+$355K
5
MHK icon
Mohawk Industries
MHK
+$346K

Sector Composition

1 Technology 20.28%
2 Healthcare 14.9%
3 Consumer Discretionary 13.36%
4 Industrials 12.52%
5 Financials 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-1,614