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
$488M
AUM Growth
-$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$3.14M
3
+$3.12M
4
DLR icon
Digital Realty Trust
DLR
+$3.09M
5
MSFT icon
Microsoft
MSFT
+$2.55M

Top Sells

1
+$5.21M
2
+$4.63M
3
+$3.92M
4
OXY icon
Occidental Petroleum
OXY
+$2.81M
5
PSA icon
Public Storage
PSA
+$2.73M

Sector Composition

1 Consumer Staples 15.95%
2 Industrials 14.96%
3 Healthcare 13.94%
4 Financials 12.24%
5 Energy 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.03M 1.24%
73,246
-12,680
27
$5.76M 1.18%
29,097
-1,220
28
$5.55M 1.14%
44,412
-2,055
29
$5.49M 1.13%
24,752
+4,153
30
$5.48M 1.12%
51,558
-1,000
31
$5.35M 1.1%
31,579
-3,980
32
$5.19M 1.06%
50,211
-5,628
33
$4.87M 1%
9,920
-2,052
34
$4.58M 0.94%
66,425
+37,020
35
$4.5M 0.92%
41,332
-5,154
36
$4.47M 0.92%
60,576
-1,680
37
$4.33M 0.89%
28,274
+16,315
38
$4.29M 0.88%
150,361
+50,268
39
$4.16M 0.85%
30,228
-3,425
40
$4.1M 0.84%
36,260
+27,350
41
$4M 0.82%
53,433
+31,544
42
$3.79M 0.78%
+67,940
43
$3.69M 0.76%
109,425
-20,616
44
$3.64M 0.75%
49,044
+3,350
45
$3.58M 0.73%
46,074
-525
46
$3.54M 0.73%
35,280
-610
47
$3.34M 0.68%
59,869
-12,638
48
$3.28M 0.67%
18,836
+538
49
$3.12M 0.64%
+108,445
50
$3.11M 0.64%
26,485
-7,560
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