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
$503M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$3.75M
3
+$3.01M
4
AAPL icon
Apple
AAPL
+$2.71M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$1.87M

Top Sells

1
+$3.68M
2
+$3.14M
3
+$3.1M
4
GSK icon
GSK
GSK
+$2.8M
5
APC
Anadarko Petroleum
APC
+$1.87M

Sector Composition

1 Consumer Staples 18.75%
2 Healthcare 15.03%
3 Industrials 14.11%
4 Energy 13.93%
5 Financials 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.53M 1.1%
73,182
-10,659
27
$5.46M 1.09%
40,125
+9,190
28
$5.33M 1.06%
89,352
-4,586
29
$5.14M 1.02%
35,499
-1,200
30
$4.82M 0.96%
65,549
-1,525
31
$4.52M 0.9%
12,955
-1,125
32
$4.48M 0.89%
70,460
-49,340
33
$4.46M 0.89%
51,084
-12,324
34
$4.33M 0.86%
132,033
-6,925
35
$4.2M 0.83%
30,127
+2,385
36
$4.07M 0.81%
70,266
-5,454
37
$4.05M 0.81%
+24,510
38
$4.02M 0.8%
55,155
+495
39
$3.83M 0.76%
35,640
-3,400
40
$3.76M 0.75%
36,995
-3,550
41
$3.75M 0.75%
+21,845
42
$3.72M 0.74%
71,308
-25,748
43
$3.62M 0.72%
49,459
-1,815
44
$3.55M 0.71%
43,587
-350
45
$3.42M 0.68%
41,007
+9,645
46
$3.4M 0.68%
104,176
+92,380
47
$3.26M 0.65%
71,680
-18,178
48
$3.09M 0.62%
47,729
-1,258
49
$3.09M 0.61%
36,999
-1,365
50
$3.08M 0.61%
12,062
+2,850
1
2
3 4 5