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
$380M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1 +$2.79M
2 +$791K
3 +$702K
4
AMZN icon
Amazon
AMZN
+$668K
5
CMA icon
Comerica
CMA
+$529K

Top Sells

1 +$1.81M
2 +$607K
3 +$514K
4
MMM icon
3M
MMM
+$357K
5
HON icon
Honeywell
HON
+$312K

Sector Composition

1 Technology 23.54%
2 Healthcare 13.91%
3 Financials 13.91%
4 Consumer Discretionary 11.55%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$89K 0.02%
+1,766
177
$88K 0.02%
+1,315
178
$88K 0.02%
+1,118
179
$73K 0.02%
+14,980
180
$72K 0.02%
20,000
181
-3,975
182
-4,351
183
-598
184
-705
185
-10,348