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
$276M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$871K
2
+$406K
3
+$381K
4
XOM icon
Exxon Mobil
XOM
+$238K
5
DVN icon
Devon Energy
DVN
+$232K

Top Sells

1
+$965K
2
+$953K
3
+$746K
4
LOW icon
Lowe's Companies
LOW
+$467K
5
HD icon
Home Depot
HD
+$432K

Sector Composition

1 Technology 20.2%
2 Healthcare 18.04%
3 Financials 14.15%
4 Consumer Staples 13.93%
5 Industrials 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.7M 0.62%
5,071
-64
52
$1.68M 0.61%
20,050
-110
53
$1.6M 0.58%
9,665
-230
54
$1.57M 0.57%
2,210
55
$1.54M 0.56%
13,948
-90
56
$1.52M 0.55%
21,059
-350
57
$1.45M 0.53%
19,515
+1,145
58
$1.42M 0.51%
14,445
-25
59
$1.42M 0.51%
20,306
-10
60
$1.39M 0.51%
10,264
-152
61
$1.37M 0.5%
2,491
62
$1.36M 0.5%
15,686
-1,482
63
$1.32M 0.48%
19,835
-535
64
$1.25M 0.45%
47,144
-4,850
65
$1.23M 0.45%
4,586
-675
66
$1.21M 0.44%
16,996
-688
67
$1.17M 0.43%
29,735
-3,200
68
$1.09M 0.4%
4,294
-125
69
$1.07M 0.39%
11,135
70
$1.05M 0.38%
8,805
-530
71
$1.04M 0.38%
1,907
+62
72
$1.04M 0.38%
4,295
-395
73
$1.03M 0.37%
6,136
-635
74
$1M 0.36%
3,260
-25
75
$1M 0.36%
7,138
-184
1 2
3
4 5