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CAM

Columbia Asset Management Portfolio holdings

AUM $525M
1-Year Est. Return 21.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$401M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$1.36M
3
+$1.25M
4
IBM icon
IBM
IBM
+$1.19M
5
MMM icon
3M
MMM
+$1.07M

Top Sells

1
+$1.93M
2
+$887K
3
+$720K
4
XOM icon
Exxon Mobil
XOM
+$570K
5
VFC icon
VF Corp
VFC
+$473K

Sector Composition

1 Healthcare 27.04%
2 Technology 21.66%
3 Consumer Discretionary 11.58%
4 Industrials 8.61%
5 Financials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
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