CAM

Cypress Asset Management Portfolio holdings

AUM $415M
1-Year Est. Return 18.54%
This Quarter Est. Return
1 Year Est. Return
+18.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$475M
AUM Growth
-$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$5.71M
3
+$5.53M
4
DRI icon
Darden Restaurants
DRI
+$4.14M
5
VTR icon
Ventas
VTR
+$2.1M

Top Sells

1
+$7.67M
2
+$4.18M
3
+$2.81M
4
MPW icon
Medical Properties Trust
MPW
+$2.25M
5
MCD icon
McDonald's
MCD
+$2.11M

Sector Composition

1 Consumer Staples 16.68%
2 Healthcare 15.93%
3 Industrials 15.12%
4 Energy 14.67%
5 Financials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.53M 1.16%
+53,475
27
$5.47M 1.15%
95,103
-313
28
$5.42M 1.14%
53,035
+775
29
$5.42M 1.14%
46,913
30
$5.27M 1.11%
190,303
-3,217
31
$5.18M 1.09%
24,985
+490
32
$4.95M 1.04%
77,006
+107
33
$4.93M 1.04%
37,814
+275
34
$4.8M 1.01%
110,321
-500
35
$4.4M 0.93%
72,840
+713
36
$4.36M 0.92%
140,128
37
$4.24M 0.89%
71,588
38
$4.18M 0.88%
138,665
-150
39
$4.16M 0.87%
77,405
-250
40
$4.14M 0.87%
+67,541
41
$4.09M 0.86%
40,240
-1,425
42
$4.04M 0.85%
41,165
+350
43
$3.99M 0.84%
44,750
44
$3.98M 0.84%
125,000
+190
45
$3.84M 0.81%
91,617
+5,150
46
$3.64M 0.77%
119,823
-44,296
47
$3.6M 0.76%
26,105
+570
48
$3.6M 0.76%
45,380
-1,650
49
$3.49M 0.73%
67,994
-425
50
$3.29M 0.69%
51,921
-150
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