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
$276M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$871K
2
+$406K
3
+$381K
4
XOM icon
Exxon Mobil
XOM
+$238K
5
DVN icon
Devon Energy
DVN
+$232K

Top Sells

1
+$965K
2
+$953K
3
+$746K
4
LOW icon
Lowe's Companies
LOW
+$467K
5
HD icon
Home Depot
HD
+$432K

Sector Composition

1 Technology 20.2%
2 Healthcare 18.04%
3 Financials 14.15%
4 Consumer Staples 13.93%
5 Industrials 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$993K 0.36%
10,693
+1,245
77
$977K 0.35%
9,850
-395
78
$929K 0.34%
3,537
-75
79
$926K 0.34%
8,280
+3,405
80
$894K 0.32%
3,629
81
$887K 0.32%
15,870
82
$864K 0.31%
2,969
-60
83
$761K 0.28%
8,383
84
$718K 0.26%
21,522
+415
85
$717K 0.26%
2,071
-60
86
$694K 0.25%
1,493
-170
87
$678K 0.25%
1,798
-368
88
$668K 0.24%
4,256
89
$636K 0.23%
4,250
90
$583K 0.21%
2,350
-335
91
$579K 0.21%
1,450
-177
92
$538K 0.2%
14,156
-650
93
$536K 0.19%
3,190
94
$530K 0.19%
10,941
-200
95
$470K 0.17%
2,391
96
$470K 0.17%
5,050
-350
97
$461K 0.17%
9,148
+100
98
$457K 0.17%
2,000
+455
99
$434K 0.16%
4,210
-10
100
$385K 0.14%
5,640
1 2 3
4
5