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
$503M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$3.75M
3
+$3.01M
4
AAPL icon
Apple
AAPL
+$2.71M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$1.87M

Top Sells

1
+$3.68M
2
+$3.14M
3
+$3.1M
4
GSK icon
GSK
GSK
+$2.8M
5
APC
Anadarko Petroleum
APC
+$1.87M

Sector Composition

1 Consumer Staples 18.75%
2 Healthcare 15.03%
3 Industrials 14.11%
4 Energy 13.93%
5 Financials 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.08M 0.61%
125,317
-1,616
52
$2.98M 0.59%
31,175
+11,875
53
$2.98M 0.59%
55,540
-3,578
54
$2.89M 0.57%
50,997
-2,500
55
$2.83M 0.56%
38,520
+6,935
56
$2.82M 0.56%
86,470
-828
57
$2.75M 0.55%
46,073
-20,381
58
$2.75M 0.55%
65,685
-9,445
59
$2.74M 0.55%
49,695
-9,685
60
$2.69M 0.54%
18,381
+1,527
61
$2.57M 0.51%
93,333
-12,913
62
$2.49M 0.49%
52,965
-615
63
$2.45M 0.49%
41,527
-5,200
64
$2.4M 0.48%
15,278
-315
65
$2.38M 0.47%
127,271
-75,353
66
$2.31M 0.46%
29,176
-255
67
$2.3M 0.46%
41,657
-2,313
68
$2.27M 0.45%
27,157
-8,864
69
$2.2M 0.44%
28,830
-100
70
$2.15M 0.43%
30,155
-1,175
71
$2.1M 0.42%
30,525
72
$2.08M 0.41%
30,642
+1,533
73
$2.03M 0.4%
23,868
-2,910
74
$2M 0.4%
27,017
-1,270
75
$1.87M 0.37%
+18,105
1 2
3
4 5