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
$503M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$3.75M
3
+$3.01M
4
AAPL icon
Apple
AAPL
+$2.71M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$1.87M

Top Sells

1
+$3.68M
2
+$3.14M
3
+$3.1M
4
GSK icon
GSK
GSK
+$2.8M
5
APC
Anadarko Petroleum
APC
+$1.87M

Sector Composition

1 Consumer Staples 18.75%
2 Healthcare 15.03%
3 Industrials 14.11%
4 Energy 13.93%
5 Financials 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.87M 0.37%
+49,625
77
$1.81M 0.36%
15,235
-700
78
$1.81M 0.36%
+38,125
79
$1.79M 0.36%
33,572
-35,020
80
$1.77M 0.35%
26,321
-960
81
$1.73M 0.34%
95,475
+69,150
82
$1.63M 0.33%
54,872
-3,804
83
$1.63M 0.32%
26,363
-2,665
84
$1.62M 0.32%
31,850
-1,750
85
$1.59M 0.32%
12,055
-750
86
$1.58M 0.31%
13,140
-602
87
$1.53M 0.3%
7,290
-1,655
88
$1.5M 0.3%
9,855
-500
89
$1.48M 0.3%
28,975
+20,775
90
$1.45M 0.29%
1,820
+930
91
$1.34M 0.27%
19,691
+585
92
$1.31M 0.26%
13,315
+1,410
93
$1.29M 0.26%
37,400
94
$1.28M 0.25%
7,718
-482
95
$1.23M 0.25%
55,625
-1,725
96
$1.21M 0.24%
34,480
97
$1.21M 0.24%
11,925
+7,340
98
$1.18M 0.23%
33,000
-1,000
99
$1.14M 0.23%
24,582
-1,241
100
$1.11M 0.22%
11,087
+611
2 3
4
5 6