CAM

Columbia Asset Management Portfolio holdings

AUM $563M
1-Year Est. Return 20.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
-$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$570K
2 +$535K
3 +$409K
4
GAM
General American Investors Company
GAM
+$395K
5
IBM icon
IBM
IBM
+$375K

Top Sells

1 +$920K
2 +$633K
3 +$462K
4
BRSL
Brightstar Lottery PLC
BRSL
+$421K
5
GNRC icon
Generac Holdings
GNRC
+$415K

Sector Composition

1 Technology 16.79%
2 Healthcare 14.08%
3 Industrials 12.82%
4 Consumer Discretionary 12.56%
5 Consumer Staples 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-4,685
202
-32,578