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
$488M
AUM Growth
-$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$3.14M
3
+$3.12M
4
DLR icon
Digital Realty Trust
DLR
+$3.09M
5
MSFT icon
Microsoft
MSFT
+$2.55M

Top Sells

1
+$5.21M
2
+$4.63M
3
+$3.92M
4
OXY icon
Occidental Petroleum
OXY
+$2.81M
5
PSA icon
Public Storage
PSA
+$2.73M

Sector Composition

1 Consumer Staples 15.95%
2 Industrials 14.96%
3 Healthcare 13.94%
4 Financials 12.24%
5 Energy 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.64M 0.34%
13,435
-4,973
77
$1.55M 0.32%
32,375
-3,500
78
$1.53M 0.31%
32,980
-600
79
$1.53M 0.31%
27,625
-775
80
$1.52M 0.31%
20,993
-3,650
81
$1.49M 0.31%
38,625
-9,570
82
$1.47M 0.3%
11,620
-3,300
83
$1.44M 0.3%
5,968
-1,162
84
$1.44M 0.29%
36,484
-440
85
$1.43M 0.29%
25,782
+19,719
86
$1.43M 0.29%
29,500
-1,500
87
$1.42M 0.29%
16,924
-2,878
88
$1.38M 0.28%
14,720
+3,495
89
$1.34M 0.28%
7,062
-128
90
$1.33M 0.27%
10,461
-1,225
91
$1.31M 0.27%
6,770
-45
92
$1.29M 0.27%
88,800
-1,425
93
$1.29M 0.27%
6,544
+4,195
94
$1.28M 0.26%
20,570
-425
95
$1.28M 0.26%
19,942
-425
96
$1.28M 0.26%
23,634
-21,981
97
$1.23M 0.25%
11,115
-125
98
$1.2M 0.25%
9,909
-200
99
$1.14M 0.23%
19,058
-46,959
100
$1.09M 0.22%
45,925
-10,925
2 3
4
5 6