CAM

Columbia Asset Management Portfolio holdings

AUM $534M
1-Year Est. Return 15.78%
This Quarter Est. Return
1 Year Est. Return
+15.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$574M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1 +$926K
2 +$724K
3 +$671K
4
BAX icon
Baxter International
BAX
+$480K
5
MDT icon
Medtronic
MDT
+$473K

Top Sells

1 +$919K
2 +$807K
3 +$780K
4
AAPL icon
Apple
AAPL
+$603K
5
MRK icon
Merck
MRK
+$543K

Sector Composition

1 Technology 26.46%
2 Financials 16.14%
3 Healthcare 12.43%
4 Consumer Discretionary 10.7%
5 Industrials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$204K 0.04%
+4,734
177
$188K 0.03%
22,801
178
-2,309