CT
Columbia Trust Portfolio holdings
AUM
$221M
This Quarter Return
+7.82%
1 Year Return
+25.72%
3 Year Return
+35.95%
5 Year Return
–
10 Year Return
–
AUM
$189M
AUM Growth
+$189M
(-0.14%)
Cap. Flow
-$271K
Cap. Flow
% of AUM
-0.14%
Top 10 Holdings %
Top 10 Hldgs %
37.35%
Holding
139
New
–
Increased
–
Reduced
–
Closed
1
Top Buys
No buys this quarter
Top Sells
| 1 |
KSU
Kansas City Southern
KSU
|
$271K |
Sector Composition
| 1 | Technology | 18.24% |
| 2 | Financials | 10.52% |
| 3 | Healthcare | 9.62% |
| 4 | Industrials | 7.23% |
| 5 | Consumer Discretionary | 6.03% |
