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
$405M
AUM Growth
+$401M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$24.3M
2 +$7.3M
3 +$3.05M
4
UPS icon
United Parcel Service
UPS
+$1.22M
5
IBM icon
IBM
IBM
+$995K

Top Sells

1 +$1.78M
2 +$604K
3 +$566K
4
INGN icon
Inogen
INGN
+$412K
5
XOM icon
Exxon Mobil
XOM
+$392K

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
in Stake
Capital Flow
176
-3,738