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
$532M
AUM Growth
-$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.44M
3
+$1.34M
4
EPD icon
Enterprise Products Partners
EPD
+$1.21M
5
BDX icon
Becton Dickinson
BDX
+$759K

Top Sells

1
+$1.49M
2
+$870K
3
+$625K
4
EMR icon
Emerson Electric
EMR
+$602K
5
XOM icon
Exxon Mobil
XOM
+$588K

Sector Composition

1 Energy 19.32%
2 Healthcare 15.29%
3 Industrials 15.17%
4 Consumer Staples 13.81%
5 Financials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.49M 0.66%
54,400
-490
52
$3.43M 0.64%
65,864
+984
53
$3.41M 0.64%
52,071
-50
54
$3.11M 0.58%
32,720
-2,748
55
$3.06M 0.58%
89,981
-10,220
56
$3.05M 0.57%
50,233
+1,749
57
$3.02M 0.57%
31,068
-3,591
58
$2.82M 0.53%
48,882
-80
59
$2.81M 0.53%
49,841
-4,416
60
$2.7M 0.51%
54,480
+1,625
61
$2.62M 0.49%
29,940
+4,685
62
$2.57M 0.48%
29,453
+525
63
$2.43M 0.46%
18,860
+12,140
64
$2.43M 0.46%
45,020
65
$2.38M 0.45%
28,162
+835
66
$2.36M 0.44%
26,830
+1,768
67
$2.36M 0.44%
41,057
+5,948
68
$2.25M 0.42%
171,750
-1,150
69
$2.25M 0.42%
53,810
+350
70
$2.25M 0.42%
56,750
-4,500
71
$2.13M 0.4%
15,740
+140
72
$2.12M 0.4%
55,604
-446
73
$2.05M 0.39%
33,397
-52
74
$2M 0.38%
25,705
-1,250
75
$1.95M 0.37%
29,730
+700
1 2
3
4 5