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
$380M
AUM Growth
+$5.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.22M
3
+$618K
4
EW icon
Edwards Lifesciences
EW
+$537K
5
ABBV icon
AbbVie
ABBV
+$523K

Top Sells

1
+$2.87M
2
+$1.62M
3
+$1.39M
4
MMM icon
3M
MMM
+$827K
5
ERIE icon
Erie Indemnity
ERIE
+$763K

Sector Composition

1 Technology 19.66%
2 Consumer Discretionary 14.55%
3 Healthcare 14.18%
4 Financials 11.92%
5 Industrials 11.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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