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
$522M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.58M
3
+$1.19M
4
YUMC icon
Yum China
YUMC
+$1.09M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$977K

Top Sells

1
+$3.78M
2
+$2.44M
3
+$2.2M
4
YUM icon
Yum! Brands
YUM
+$1.46M
5
SNY icon
Sanofi
SNY
+$967K

Sector Composition

1 Consumer Staples 17.16%
2 Energy 14.65%
3 Industrials 13.91%
4 Healthcare 13.54%
5 Financials 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.85M 1.12%
56,139
-320
27
$5.7M 1.09%
34,974
-100
28
$5.42M 1.04%
31,367
+1,080
29
$5.33M 1.02%
45,607
+2,010
30
$5.29M 1.01%
74,306
+3,112
31
$5.11M 0.98%
+57,780
32
$4.99M 0.96%
48,105
-1,745
33
$4.96M 0.95%
136,701
+8,088
34
$4.71M 0.9%
82,020
+2,220
35
$4.66M 0.89%
12,694
+89
36
$4.58M 0.88%
+19,150
37
$4.54M 0.87%
77,737
+2,938
38
$4.45M 0.85%
29,025
+985
39
$4.4M 0.84%
26,334
+724
40
$4.12M 0.79%
65,025
-23,117
41
$4.04M 0.77%
34,115
-925
42
$3.73M 0.71%
38,585
-415
43
$3.58M 0.69%
49,292
-1,285
44
$3.57M 0.68%
54,780
-85
45
$3.51M 0.67%
47,874
-122
46
$3.43M 0.66%
41,452
-205
47
$3.39M 0.65%
37,005
-300
48
$3.35M 0.64%
104,330
+16,569
49
$3.16M 0.61%
48,259
-575
50
$3.01M 0.58%
67,966
-2,799
1
2
3 4 5