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
$276M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$871K
2
+$406K
3
+$381K
4
XOM icon
Exxon Mobil
XOM
+$238K
5
DVN icon
Devon Energy
DVN
+$232K

Top Sells

1
+$965K
2
+$953K
3
+$746K
4
LOW icon
Lowe's Companies
LOW
+$467K
5
HD icon
Home Depot
HD
+$432K

Sector Composition

1 Technology 20.2%
2 Healthcare 18.04%
3 Financials 14.15%
4 Consumer Staples 13.93%
5 Industrials 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.45M 1.25%
10,552
-235
27
$3.26M 1.19%
3,858
-153
28
$3.11M 1.13%
13,357
-317
29
$3.06M 1.11%
19,340
-170
30
$2.98M 1.08%
33,790
-935
31
$2.97M 1.08%
37,693
-1,585
32
$2.96M 1.08%
20,159
+340
33
$2.81M 1.02%
16,131
-745
34
$2.74M 1%
43,072
-2,275
35
$2.68M 0.97%
24,422
-1,470
36
$2.66M 0.96%
181,860
-14,630
37
$2.58M 0.94%
39,788
-1,289
38
$2.51M 0.91%
7,466
-108
39
$2.36M 0.86%
24,190
-2,394
40
$2.2M 0.8%
41,885
41
$2.19M 0.79%
42,677
-1,425
42
$2.18M 0.79%
18,610
-1,594
43
$2.17M 0.79%
13,427
-540
44
$2.16M 0.78%
12,046
-220
45
$2.08M 0.76%
6,070
-118
46
$2.06M 0.75%
7,820
-265
47
$1.96M 0.71%
4,547
+245
48
$1.94M 0.71%
25,016
-2,820
49
$1.9M 0.69%
14,845
-735
50
$1.87M 0.68%
20,117
-394
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