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
$230M
AUM Growth
+$3.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.78M
3
+$1.5M
4
WCN icon
Waste Connections
WCN
+$1.16M
5
RL icon
Ralph Lauren
RL
+$719K

Top Sells

1
+$4.21M
2
+$1.96M
3
+$1.81M
4
WM icon
Waste Management
WM
+$1.34M
5
VOD icon
Vodafone
VOD
+$489K

Sector Composition

1 Technology 17.55%
2 Healthcare 14.76%
3 Consumer Discretionary 11.31%
4 Industrials 11.15%
5 Financials 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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