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
$543M
AUM Growth
-$9.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.05M
3
+$1.4M
4
FDX icon
FedEx
FDX
+$1.14M
5
KMB icon
Kimberly-Clark
KMB
+$1.06M

Top Sells

1
+$7.96M
2
+$3.54M
3
+$2.62M
4
MCD icon
McDonald's
MCD
+$1.84M
5
BTI icon
British American Tobacco
BTI
+$1.82M

Sector Composition

1 Energy 25%
2 Industrials 14.54%
3 Consumer Staples 14.36%
4 Healthcare 11.17%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.83M 0.34%
8,885
+350
77
$1.8M 0.33%
37,600
+1,575
78
$1.78M 0.33%
23,505
+3,725
79
$1.76M 0.32%
19,197
+125
80
$1.68M 0.31%
31,455
-2,225
81
$1.67M 0.31%
8,690
+5,355
82
$1.65M 0.3%
11,465
+125
83
$1.59M 0.29%
40,715
-110
84
$1.59M 0.29%
31,854
+742
85
$1.57M 0.29%
34,912
+1,823
86
$1.51M 0.28%
30,320
+1,100
87
$1.45M 0.27%
12,905
-650
88
$1.44M 0.27%
8,315
+6,565
89
$1.4M 0.26%
+35,360
90
$1.36M 0.25%
26,788
-549
91
$1.29M 0.24%
27,993
-284
92
$1.26M 0.23%
11,355
-175
93
$1.25M 0.23%
25,342
-2,690
94
$1.23M 0.23%
16,169
-1,406
95
$1.22M 0.22%
14,200
-350
96
$1.17M 0.21%
13,967
+1,625
97
$1.09M 0.2%
14,380
+57
98
$1.06M 0.19%
24,617
-2,600
99
$1.04M 0.19%
23,925
-675
100
$960K 0.18%
+4,625
2 3
4
5 6