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
$465M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$5.32M
3
+$4.65M
4
MSFT icon
Microsoft
MSFT
+$3.91M
5
BK icon
Bank of New York Mellon
BK
+$3.43M

Top Sells

1
+$6.8M
2
+$4.74M
3
+$3.65M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$3.4M
5
XOM icon
Exxon Mobil
XOM
+$1.93M

Sector Composition

1 Industrials 15.08%
2 Healthcare 13.96%
3 Consumer Staples 13.95%
4 Financials 12.76%
5 Technology 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.15M 0.68%
17,939
-897
52
$2.95M 0.64%
87,169
-1,924
53
$2.85M 0.61%
36,909
-1,250
54
$2.85M 0.61%
59,340
+19,960
55
$2.8M 0.6%
47,475
-450
56
$2.79M 0.6%
14,835
-855
57
$2.7M 0.58%
35,125
-3,524
58
$2.63M 0.57%
92,535
-15,910
59
$2.6M 0.56%
50,215
-1,605
60
$2.5M 0.54%
46,863
+6,870
61
$2.24M 0.48%
19,065
-40,280
62
$2.24M 0.48%
55,016
-4,590
63
$2.22M 0.48%
13,517
-50
64
$2.15M 0.46%
9,555
-25
65
$2.12M 0.46%
25,550
-3,235
66
$2.09M 0.45%
40,357
-1,605
67
$2.07M 0.45%
33,020
+7,238
68
$2.04M 0.44%
18,410
-8,075
69
$2.03M 0.44%
26,160
-625
70
$2.02M 0.43%
60,392
-1,350
71
$1.94M 0.42%
13,300
-925
72
$1.91M 0.41%
23,450
-3,220
73
$1.89M 0.41%
19,559
-1,980
74
$1.85M 0.4%
71,635
-2,875
75
$1.83M 0.39%
20,583
-410
1 2
3
4 5