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
$502M
AUM Growth
-$993K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$951K
3
+$588K
4
EPD icon
Enterprise Products Partners
EPD
+$521K
5
BMY icon
Bristol-Myers Squibb
BMY
+$499K

Top Sells

1
+$4.48M
2
+$3.72M
3
+$1.69M
4
BX icon
Blackstone
BX
+$1.14M
5
MMC icon
Marsh & McLennan
MMC
+$890K

Sector Composition

1 Consumer Staples 18.74%
2 Healthcare 14.75%
3 Energy 14.15%
4 Industrials 13.68%
5 Financials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.53M 1.1%
106,381
+1,890
27
$5.24M 1.04%
56,459
-556
28
$5.19M 1.03%
71,194
-1,988
29
$5.07M 1.01%
35,074
-425
30
$5.07M 1.01%
12,605
-350
31
$4.86M 0.97%
49,850
-1,234
32
$4.86M 0.97%
128,613
-3,420
33
$4.7M 0.94%
30,287
+160
34
$4.67M 0.93%
28,040
+3,530
35
$4.16M 0.83%
35,040
-600
36
$4.1M 0.82%
79,800
+41,675
37
$4.03M 0.8%
74,799
+9,250
38
$3.93M 0.78%
43,597
+10
39
$3.78M 0.75%
53,555
-1,600
40
$3.76M 0.75%
54,865
-675
41
$3.65M 0.73%
69,178
-1,088
42
$3.63M 0.72%
37,305
+310
43
$3.62M 0.72%
48,834
-625
44
$3.39M 0.67%
25,610
+3,765
45
$3.36M 0.67%
41,657
+650
46
$3.26M 0.65%
50,577
-420
47
$3.21M 0.64%
47,996
+267
48
$3.18M 0.63%
103,976
-200
49
$3.11M 0.62%
70,765
-915
50
$3.1M 0.62%
39,000
+480
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