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
$538M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$18.8M
3
+$18.5M
4
PM icon
Philip Morris
PM
+$15.3M
5
KO icon
Coca-Cola
KO
+$15.2M

Top Sells

No sells this quarter

Sector Composition

1 Energy 30.51%
2 Consumer Staples 16.34%
3 Industrials 12.65%
4 Healthcare 8.12%
5 Financials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.29M 0.61%
+45,065
52
$3.28M 0.61%
+58,725
53
$3.1M 0.58%
+68,159
54
$3.02M 0.56%
+58,630
55
$2.98M 0.55%
+59,715
56
$2.9M 0.54%
+140,500
57
$2.75M 0.51%
+61,125
58
$2.74M 0.51%
+56,282
59
$2.73M 0.51%
+190,850
60
$2.5M 0.47%
+78,350
61
$2.49M 0.46%
+48,310
62
$2.44M 0.45%
+48,325
63
$2.39M 0.45%
+89,516
64
$2.37M 0.44%
+13,630
65
$2.18M 0.41%
+70,620
66
$2.12M 0.39%
+74,396
67
$2.09M 0.39%
+33,630
68
$2.08M 0.39%
+26,907
69
$1.97M 0.37%
+48,401
70
$1.93M 0.36%
+101,825
71
$1.88M 0.35%
+11,685
72
$1.85M 0.34%
+29,151
73
$1.84M 0.34%
+46,935
74
$1.74M 0.32%
+50,885
75
$1.71M 0.32%
+23,513
1 2
3
4 5