CAM

Columbia Asset Management Portfolio holdings

AUM $563M
1-Year Est. Return 20.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.11%
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
in Stake
Capital Flow
176
-3,738