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
$226M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$7.62M
2 +$7.04M
3 +$6.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$5.89M
5
ERIE icon
Erie Indemnity
ERIE
+$5.72M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.61%
2 Healthcare 13.95%
3 Industrials 13.58%
4 Consumer Discretionary 11.34%
5 Financials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$24K 0.01%
+450
177
$23K 0.01%
+4,423
178
$21K 0.01%
+688
179
$20K 0.01%
+1,000
180
$11K ﹤0.01%
+400
181
$5K ﹤0.01%
+183