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
$465M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$5.32M
3
+$4.65M
4
MSFT icon
Microsoft
MSFT
+$3.91M
5
BK icon
Bank of New York Mellon
BK
+$3.43M

Top Sells

1
+$6.8M
2
+$4.74M
3
+$3.65M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$3.4M
5
XOM icon
Exxon Mobil
XOM
+$1.93M

Sector Composition

1 Industrials 15.08%
2 Healthcare 13.96%
3 Consumer Staples 13.95%
4 Financials 12.76%
5 Technology 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.83M 0.39%
23,742
-123
77
$1.82M 0.39%
15,297
-2,325
78
$1.71M 0.37%
21,125
-5,090
79
$1.61M 0.35%
32,980
80
$1.6M 0.34%
32,100
-275
81
$1.58M 0.34%
46,316
-2,560
82
$1.56M 0.34%
14,825
+105
83
$1.51M 0.33%
16,745
-179
84
$1.45M 0.31%
36,159
-325
85
$1.44M 0.31%
20,322
+380
86
$1.42M 0.31%
29,500
87
$1.4M 0.3%
9,909
88
$1.39M 0.3%
5,464
-1,080
89
$1.35M 0.29%
7,062
90
$1.34M 0.29%
25,950
-1,675
91
$1.33M 0.29%
6,695
-75
92
$1.33M 0.29%
11,115
93
$1.31M 0.28%
20,570
94
$1.23M 0.26%
19,375
-3,725
95
$1.19M 0.26%
19,864
-3,770
96
$1.16M 0.25%
4,618
-1,350
97
$995K 0.21%
7,540
-125
98
$969K 0.21%
8,986
99
$941K 0.2%
+6,902
100
$927K 0.2%
19,700
+9,025
2 3
4
5 6