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
$532M
AUM Growth
-$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.44M
3
+$1.34M
4
EPD icon
Enterprise Products Partners
EPD
+$1.21M
5
BDX icon
Becton Dickinson
BDX
+$759K

Top Sells

1
+$1.49M
2
+$870K
3
+$625K
4
EMR icon
Emerson Electric
EMR
+$602K
5
XOM icon
Exxon Mobil
XOM
+$588K

Sector Composition

1 Energy 19.32%
2 Healthcare 15.29%
3 Industrials 15.17%
4 Consumer Staples 13.81%
5 Financials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.94M 0.37%
28,938
+299
77
$1.94M 0.36%
28,973
+550
78
$1.94M 0.36%
19,985
+192
79
$1.91M 0.36%
60,758
+1,231
80
$1.85M 0.35%
10,865
+25
81
$1.85M 0.35%
69,780
-1,696
82
$1.81M 0.34%
8,785
83
$1.78M 0.34%
18,655
+400
84
$1.75M 0.33%
31,455
85
$1.67M 0.31%
29,020
+23,255
86
$1.56M 0.29%
31,975
87
$1.56M 0.29%
12,905
88
$1.49M 0.28%
41,375
+1,500
89
$1.47M 0.28%
17,982
+825
90
$1.46M 0.27%
11,135
-30
91
$1.44M 0.27%
+13,765
92
$1.41M 0.26%
22,493
+571
93
$1.38M 0.26%
60,350
94
$1.37M 0.26%
11,005
-150
95
$1.34M 0.25%
29,694
-172
96
$1.34M 0.25%
25,809
97
$1.28M 0.24%
9,685
-100
98
$1.18M 0.22%
27,529
+1,084
99
$1.16M 0.22%
5,175
+100
100
$1.15M 0.22%
14,745
+845
2 3
4
5 6