CM

Columbus Macro Portfolio holdings

AUM $879M
1-Year Est. Return 9.87%
This Quarter Est. Return
1 Year Est. Return
+9.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
-$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$4.24M
2 +$3.22M
3 +$2.66M
4
PAYX icon
Paychex
PAYX
+$1.94M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$1.94M

Top Sells

1 +$6.62M
2 +$6.4M
3 +$5.88M
4
DVY icon
iShares Select Dividend ETF
DVY
+$4.69M
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$4.21M

Sector Composition

1 Healthcare 4.11%
2 Technology 3.15%
3 Financials 1.69%
4 Consumer Staples 1.53%
5 Communication Services 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,207