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
$470M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$1.98M
2 +$1.59M
3 +$950K
4
TSLA icon
Tesla
TSLA
+$844K
5
EXPE icon
Expedia Group
EXPE
+$656K

Top Sells

1 +$10.9M
2 +$1.89M
3 +$867K
4
ABB
ABB Ltd
ABB
+$754K
5
ABBV icon
AbbVie
ABBV
+$739K

Sector Composition

1 Technology 26.68%
2 Financials 13.07%
3 Healthcare 12.98%
4 Consumer Discretionary 11.81%
5 Industrials 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-21,970