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
$522M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.58M
3
+$1.19M
4
YUMC icon
Yum China
YUMC
+$1.09M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$977K

Top Sells

1
+$3.78M
2
+$2.44M
3
+$2.2M
4
YUM icon
Yum! Brands
YUM
+$1.46M
5
SNY icon
Sanofi
SNY
+$967K

Sector Composition

1 Consumer Staples 17.16%
2 Energy 14.65%
3 Industrials 13.91%
4 Healthcare 13.54%
5 Financials 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.99M 0.57%
59,508
-9,670
52
$2.96M 0.57%
44,168
+1,423
53
$2.91M 0.56%
90,113
-429
54
$2.89M 0.55%
19,338
-180
55
$2.85M 0.55%
12,740
+198
56
$2.83M 0.54%
52,095
+2,700
57
$2.64M 0.51%
39,110
-325
58
$2.62M 0.5%
25,956
-1,030
59
$2.55M 0.49%
35,629
-645
60
$2.42M 0.46%
30,620
-650
61
$2.38M 0.46%
14,878
-40
62
$2.37M 0.46%
34,052
+2,798
63
$2.34M 0.45%
21,034
+104
64
$2.32M 0.44%
45,652
-460
65
$2.22M 0.43%
31,186
-15
66
$2.19M 0.42%
20,263
-2,900
67
$2.15M 0.41%
52,455
-550
68
$2.14M 0.41%
79,092
-1,425
69
$2.05M 0.39%
30,325
-550
70
$1.91M 0.37%
30,755
+255
71
$1.89M 0.36%
15,475
+40
72
$1.86M 0.36%
54,545
-730
73
$1.83M 0.35%
29,555
-550
74
$1.8M 0.35%
9,680
-150
75
$1.79M 0.34%
27,430
-307
1 2
3
4 5