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
$492M
AUM Growth
-$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$525K
2
+$453K
3
+$359K
4
CVS icon
CVS Health
CVS
+$331K
5
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$314K

Top Sells

1
+$1.18M
2
+$536K
3
+$530K
4
BMY icon
Bristol-Myers Squibb
BMY
+$458K
5
CVX icon
Chevron
CVX
+$424K

Sector Composition

1 Consumer Staples 17.82%
2 Industrials 15.4%
3 Healthcare 15.36%
4 Energy 13.34%
5 Financials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.19M 0.65%
68,592
-1,888
52
$3.17M 0.64%
53,497
-53
53
$3.1M 0.63%
48,987
-704
54
$3.02M 0.61%
59,118
-912
55
$3.02M 0.61%
75,130
-550
56
$2.92M 0.59%
46,727
-1,355
57
$2.88M 0.58%
59,380
-75
58
$2.7M 0.55%
43,970
-350
59
$2.64M 0.54%
31,362
+3,275
60
$2.61M 0.53%
36,021
-3,424
61
$2.58M 0.53%
87,298
-8,771
62
$2.54M 0.52%
9,212
+40
63
$2.46M 0.5%
15,593
-27
64
$2.39M 0.49%
53,580
+220
65
$2.35M 0.48%
16,854
-1,958
66
$2.29M 0.47%
31,585
+950
67
$2.23M 0.45%
26,778
-700
68
$2.23M 0.45%
29,431
+508
69
$2.23M 0.45%
106,246
-1,119
70
$2.01M 0.41%
28,930
+150
71
$2M 0.41%
19,300
+3,195
72
$1.99M 0.4%
31,330
-50
73
$1.91M 0.39%
30,525
-450
74
$1.86M 0.38%
15,935
-25
75
$1.86M 0.38%
29,109
-335
1 2
3
4 5