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
$266M
AUM Growth
+$6.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$2.2M
2 +$765K
3 +$600K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$534K
5
WBC
WABCO HOLDINGS INC.
WBC
+$531K

Top Sells

1 +$770K
2 +$577K
3 +$506K
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$392K
5
CSCO icon
Cisco
CSCO
+$385K

Sector Composition

1 Technology 16.87%
2 Healthcare 14.01%
3 Industrials 12.6%
4 Consumer Discretionary 12.52%
5 Consumer Staples 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-4,231