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
$475M
AUM Growth
-$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$5.71M
3
+$5.53M
4
DRI icon
Darden Restaurants
DRI
+$4.14M
5
VTR icon
Ventas
VTR
+$2.1M

Top Sells

1
+$7.67M
2
+$4.18M
3
+$2.81M
4
MPW icon
Medical Properties Trust
MPW
+$2.25M
5
MCD icon
McDonald's
MCD
+$2.11M

Sector Composition

1 Consumer Staples 16.68%
2 Healthcare 15.93%
3 Industrials 15.12%
4 Energy 14.67%
5 Financials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.16M 0.66%
65,744
-120
52
$3.07M 0.65%
54,375
-25
53
$3.02M 0.63%
41,428
+880
54
$2.91M 0.61%
61,465
-325
55
$2.8M 0.59%
49,282
+400
56
$2.77M 0.58%
45,020
57
$2.58M 0.54%
54,380
-100
58
$2.47M 0.52%
51,327
+1,094
59
$2.4M 0.51%
97,605
-53,159
60
$2.35M 0.5%
41,985
+37,431
61
$2.35M 0.49%
28,262
+100
62
$2.28M 0.48%
15,740
63
$2.23M 0.47%
18,812
-48
64
$2.23M 0.47%
27,008
+178
65
$2.21M 0.47%
28,953
-500
66
$2.21M 0.46%
32,120
+2,180
67
$2.17M 0.46%
53,910
+100
68
$2.04M 0.43%
18,655
69
$2.01M 0.42%
29,223
+250
70
$1.98M 0.42%
26,802
-4,266
71
$1.97M 0.41%
19,935
-50
72
$1.87M 0.39%
27,655
-2,075
73
$1.83M 0.38%
24,630
-1,075
74
$1.77M 0.37%
31,480
+25
75
$1.73M 0.36%
31,725
-250
1 2
3
4 5