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
$543M
AUM Growth
-$9.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.05M
3
+$1.4M
4
FDX icon
FedEx
FDX
+$1.14M
5
KMB icon
Kimberly-Clark
KMB
+$1.06M

Top Sells

1
+$7.96M
2
+$3.54M
3
+$2.62M
4
MCD icon
McDonald's
MCD
+$1.84M
5
BTI icon
British American Tobacco
BTI
+$1.82M

Sector Composition

1 Energy 25%
2 Industrials 14.54%
3 Consumer Staples 14.36%
4 Healthcare 11.17%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.74M 0.69%
55,729
+2,435
52
$3.49M 0.64%
49,649
-2,808
53
$3.48M 0.64%
50,562
-125
54
$3.34M 0.61%
30,493
+8,535
55
$3.29M 0.61%
90,667
-7,257
56
$3.24M 0.6%
36,591
-5,067
57
$3.1M 0.57%
55,790
-2,155
58
$2.94M 0.54%
25,403
+9,213
59
$2.7M 0.5%
54,836
-17,875
60
$2.44M 0.45%
176,850
+6,350
61
$2.42M 0.45%
57,950
-900
62
$2.29M 0.42%
47,620
-1,400
63
$2.25M 0.41%
62,633
-2,963
64
$2.18M 0.4%
19,633
+4,185
65
$2.16M 0.4%
31,326
+298
66
$2.09M 0.38%
25,146
-837
67
$2.01M 0.37%
23,530
-500
68
$1.99M 0.37%
28,978
-4,025
69
$1.99M 0.37%
75,487
-802
70
$1.94M 0.36%
29,714
+1,900
71
$1.92M 0.35%
40,078
+2,828
72
$1.91M 0.35%
10,325
-275
73
$1.87M 0.34%
41,025
-1,875
74
$1.87M 0.34%
20,100
+2,340
75
$1.85M 0.34%
23,293
-1,115
1 2
3
4 5