CAM

Cypress Asset Management Portfolio holdings

AUM $440M
1-Year Est. Return 22.19%
This Quarter Est. Return
1 Year Est. Return
+22.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$465M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$5.32M
3
+$4.65M
4
MSFT icon
Microsoft
MSFT
+$3.91M
5
BK icon
Bank of New York Mellon
BK
+$3.43M

Top Sells

1
+$6.8M
2
+$4.74M
3
+$3.65M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$3.4M
5
XOM icon
Exxon Mobil
XOM
+$1.93M

Sector Composition

1 Industrials 15.08%
2 Healthcare 13.96%
3 Consumer Staples 13.95%
4 Financials 12.76%
5 Technology 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.54M 1.19%
30,194
-1,385
27
$5.32M 1.15%
+53,250
28
$5.32M 1.15%
145,240
+126,940
29
$5.22M 1.12%
25,385
-3,712
30
$5.06M 1.09%
21,352
-3,400
31
$5.02M 1.08%
50,913
-645
32
$4.93M 1.06%
69,403
-47,855
33
$4.85M 1.04%
62,487
-10,292
34
$4.68M 1.01%
103,984
-38,627
35
$4.48M 0.96%
38,595
-2,737
36
$4.3M 0.92%
58,368
-2,208
37
$4.07M 0.87%
25,944
-2,330
38
$3.92M 0.84%
45,428
-646
39
$3.86M 0.83%
130,606
-19,755
40
$3.83M 0.83%
8,577
-1,343
41
$3.8M 0.82%
49,933
-3,500
42
$3.76M 0.81%
25,828
-4,400
43
$3.67M 0.79%
31,045
-5,215
44
$3.59M 0.77%
35,030
-250
45
$3.49M 0.75%
59,155
-8,785
46
$3.47M 0.75%
91,036
-18,389
47
$3.44M 0.74%
47,194
-1,850
48
$3.43M 0.74%
+64,770
49
$3.32M 0.72%
52,114
-7,755
50
$3.16M 0.68%
39,521
+11,890
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