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
$488M
AUM Growth
-$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$3.14M
3
+$3.12M
4
DLR icon
Digital Realty Trust
DLR
+$3.09M
5
MSFT icon
Microsoft
MSFT
+$2.55M

Top Sells

1
+$5.21M
2
+$4.63M
3
+$3.92M
4
OXY icon
Occidental Petroleum
OXY
+$2.81M
5
PSA icon
Public Storage
PSA
+$2.73M

Sector Composition

1 Consumer Staples 15.95%
2 Industrials 14.96%
3 Healthcare 13.94%
4 Financials 12.24%
5 Energy 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.01M 0.62%
38,649
-5,834
52
$2.99M 0.61%
38,159
-710
53
$2.86M 0.59%
51,820
-1,520
54
$2.84M 0.58%
89,093
-163,599
55
$2.65M 0.54%
47,925
-875
56
$2.62M 0.54%
15,690
+11,455
57
$2.57M 0.53%
59,606
-4,300
58
$2.48M 0.51%
41,962
-795
59
$2.38M 0.49%
26,785
+16,750
60
$2.33M 0.48%
28,785
-7,175
61
$2.17M 0.44%
13,567
-435
62
$2.15M 0.44%
26,670
-1,460
63
$2.14M 0.44%
27,631
-1,250
64
$2.12M 0.44%
17,622
-2,760
65
$2.08M 0.43%
9,580
+600
66
$2.06M 0.42%
61,742
-7,325
67
$1.95M 0.4%
21,539
-4,300
68
$1.94M 0.4%
39,993
+22,165
69
$1.85M 0.38%
26,215
-5,404
70
$1.85M 0.38%
14,225
+20
71
$1.84M 0.38%
74,510
+930
72
$1.79M 0.37%
39,380
+3,200
73
$1.78M 0.37%
23,865
-725
74
$1.72M 0.35%
23,100
-2,325
75
$1.64M 0.34%
48,876
-3,399
1 2
3
4 5