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
$497M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.8M
3
+$1.51M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.18M
5
CB icon
Chubb
CB
+$943K

Top Sells

1
+$2.58M
2
+$869K
3
+$676K
4
DE icon
Deere & Co
DE
+$593K
5
DRI icon
Darden Restaurants
DRI
+$588K

Sector Composition

1 Consumer Staples 17.19%
2 Healthcare 16.64%
3 Industrials 14.87%
4 Energy 13.4%
5 Financials 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.67M 1.14%
26,130
+1,145
27
$5.52M 1.11%
52,535
-500
28
$5.14M 1.03%
38,914
+1,100
29
$5.11M 1.03%
74,238
+2,650
30
$5.08M 1.02%
65,018
+449
31
$4.97M 1%
107,499
-2,822
32
$4.92M 0.99%
93,751
-1,352
33
$4.85M 0.98%
140,803
+2,138
34
$4.79M 0.96%
100,119
-53,885
35
$4.49M 0.9%
76,554
-452
36
$4.46M 0.9%
39,840
-400
37
$4.2M 0.84%
123,670
-1,330
38
$4.2M 0.84%
44,025
-725
39
$4.13M 0.83%
40,805
-360
40
$4.02M 0.81%
89,717
-1,900
41
$3.91M 0.79%
133,615
-6,513
42
$3.87M 0.78%
44,030
-1,350
43
$3.83M 0.77%
30,770
+12,115
44
$3.79M 0.76%
27,590
+1,485
45
$3.71M 0.75%
58,300
-9,241
46
$3.49M 0.7%
67,144
-850
47
$3.43M 0.69%
51,521
-400
48
$3.42M 0.69%
70,480
-2,360
49
$3.31M 0.67%
49,691
-1,636
50
$3.3M 0.66%
65,400
-344
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