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

Top Buys

1 +$1.94M
2 +$1.42M
3 +$962K
4
TSLA icon
Tesla
TSLA
+$645K
5
EXPE icon
Expedia Group
EXPE
+$588K

Top Sells

1 +$9.38M
2 +$4.76M
3 +$2.96M
4
SONY icon
Sony
SONY
+$1.97M
5
DIS icon
Walt Disney
DIS
+$920K

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