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
$538M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$18.8M
3
+$18.5M
4
PM icon
Philip Morris
PM
+$15.3M
5
KO icon
Coca-Cola
KO
+$15.2M

Top Sells

No sells this quarter

Sector Composition

1 Energy 30.51%
2 Consumer Staples 16.34%
3 Industrials 12.65%
4 Healthcare 8.12%
5 Financials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.7M 0.32%
+79,950
77
$1.65M 0.31%
+40,418
78
$1.64M 0.31%
+33,850
79
$1.58M 0.29%
+18,241
80
$1.55M 0.29%
+14,295
81
$1.54M 0.29%
+23,884
82
$1.53M 0.29%
+50,248
83
$1.51M 0.28%
+28,101
84
$1.5M 0.28%
+47,190
85
$1.45M 0.27%
+23,902
86
$1.43M 0.27%
+48,639
87
$1.42M 0.26%
+51,485
88
$1.36M 0.25%
+19,810
89
$1.36M 0.25%
+12,304
90
$1.34M 0.25%
+39,081
91
$1.31M 0.24%
+19,542
92
$1.31M 0.24%
+14,037
93
$1.28M 0.24%
+20,320
94
$1.2M 0.22%
+38,979
95
$1.18M 0.22%
+36,366
96
$1.15M 0.21%
+21,996
97
$1.1M 0.2%
+31,803
98
$1.07M 0.2%
+30,912
99
$1.03M 0.19%
+4,439
100
$988K 0.18%
+14,917
2 3
4
5 6