CAM

Cypress Asset Management Portfolio holdings

AUM $440M
1-Year Est. Return 22.19%
This Quarter Est. Return
1 Year Est. Return
+22.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$543M
AUM Growth
-$9.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.05M
3
+$1.4M
4
FDX icon
FedEx
FDX
+$1.14M
5
KMB icon
Kimberly-Clark
KMB
+$1.06M

Top Sells

1
+$7.96M
2
+$3.54M
3
+$2.62M
4
MCD icon
McDonald's
MCD
+$1.84M
5
BTI icon
British American Tobacco
BTI
+$1.82M

Sector Composition

1 Energy 25%
2 Industrials 14.54%
3 Consumer Staples 14.36%
4 Healthcare 11.17%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.82M 1.07%
38,739
+525
27
$5.82M 1.07%
85,027
+14,140
28
$5.79M 1.07%
77,885
-1,575
29
$5.73M 1.05%
91,443
+9,584
30
$5.28M 0.97%
112,871
+3,803
31
$5.2M 0.96%
99,345
+2,189
32
$5.14M 0.95%
141,725
+24
33
$5.13M 0.94%
48,860
-900
34
$4.96M 0.91%
53,867
-3,538
35
$4.83M 0.89%
11,765
+225
36
$4.75M 0.87%
44,822
+25,875
37
$4.72M 0.87%
69,464
+4,225
38
$4.7M 0.86%
49,875
-1,975
39
$4.56M 0.84%
137,448
-2,007
40
$4.52M 0.83%
43,790
+900
41
$4.43M 0.82%
62,833
+664
42
$4.39M 0.81%
74,353
+350
43
$4.26M 0.78%
63,625
+1,450
44
$4.2M 0.77%
46,050
+100
45
$4.19M 0.77%
105,736
+1,960
46
$4.19M 0.77%
49,022
-11,441
47
$4.13M 0.76%
44,055
-19,640
48
$4.01M 0.74%
158,051
+6,845
49
$3.78M 0.7%
54,671
-50
50
$3.77M 0.69%
40,035
+2,740
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