CAM
Columbia Asset Management Portfolio holdings
AUM
$534M
1-Year Est. Return
15.78%
1 Year Est. Return
+15.78%
AUM
$329M
AUM Growth
-$54.1M
(-14%)
Holding
229
Top Buys
| 1 | +$612K | |
| 2 | +$467K | |
| 3 | +$438K | |
| 4 |
DTE Energy
DTE
|
+$378K |
| 5 |
Mohawk Industries
MHK
|
+$295K |
Top Sells
| 1 | +$888K | |
| 2 | +$827K | |
| 3 | +$713K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$667K |
| 5 |
Exxon Mobil
XOM
|
+$488K |
Sector Composition
| 1 | Technology | 18.85% |
| 2 | Healthcare | 15.24% |
| 3 | Consumer Discretionary | 13.87% |
| 4 | Industrials | 12.2% |
| 5 | Financials | 10.52% |