CAM

Columbia Asset Management Portfolio holdings

AUM $509M
1-Year Est. Return 16.56%
This Quarter Est. Return
1 Year Est. Return
+16.56%
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 +$1.35M
2 +$885K
3 +$735K
4
WPC icon
W.P. Carey
WPC
+$583K
5
CAT icon
Caterpillar
CAT
+$484K

Top Sells

1 +$2.14M
2 +$486K
3 +$360K
4
GD icon
General Dynamics
GD
+$348K
5
MHK icon
Mohawk Industries
MHK
+$346K

Sector Composition

1 Technology 20.34%
2 Healthcare 14.9%
3 Consumer Discretionary 13.36%
4 Industrials 12.46%
5 Financials 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-10,470