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
$502M
AUM Growth
-$993K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$951K
3
+$588K
4
EPD icon
Enterprise Products Partners
EPD
+$521K
5
BMY icon
Bristol-Myers Squibb
BMY
+$499K

Top Sells

1
+$4.48M
2
+$3.72M
3
+$1.69M
4
BX icon
Blackstone
BX
+$1.14M
5
MMC icon
Marsh & McLennan
MMC
+$890K

Sector Composition

1 Consumer Staples 18.74%
2 Healthcare 14.75%
3 Energy 14.15%
4 Industrials 13.68%
5 Financials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.88M 0.57%
19,518
+1,137
52
$2.87M 0.57%
36,274
-725
53
$2.84M 0.57%
90,542
-2,791
54
$2.81M 0.56%
42,745
-3,328
55
$2.8M 0.56%
12,542
+480
56
$2.78M 0.55%
31,270
+95
57
$2.69M 0.54%
87,761
+1,291
58
$2.61M 0.52%
26,986
-171
59
$2.58M 0.51%
39,435
-2,092
60
$2.47M 0.49%
49,395
-300
61
$2.44M 0.49%
53,005
+40
62
$2.43M 0.48%
46,112
+4,455
63
$2.39M 0.48%
62,535
-3,150
64
$2.28M 0.45%
20,930
+2,825
65
$2.27M 0.45%
14,918
-360
66
$2.25M 0.45%
31,201
+2,025
67
$2.25M 0.45%
23,163
-705
68
$2.2M 0.44%
29,430
+600
69
$2.06M 0.41%
80,517
-44,800
70
$1.98M 0.39%
31,254
-2,318
71
$1.96M 0.39%
27,737
+720
72
$1.95M 0.39%
30,875
+350
73
$1.92M 0.38%
30,105
-50
74
$1.91M 0.38%
55,275
+5,650
75
$1.77M 0.35%
55,456
+584
1 2
3
4 5