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
$543M
AUM Growth
-$9.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.05M
3
+$1.4M
4
FDX icon
FedEx
FDX
+$1.14M
5
KMB icon
Kimberly-Clark
KMB
+$1.06M

Top Sells

1
+$7.96M
2
+$3.54M
3
+$2.62M
4
MCD icon
McDonald's
MCD
+$1.84M
5
BTI icon
British American Tobacco
BTI
+$1.82M

Sector Composition

1 Energy 25%
2 Industrials 14.54%
3 Consumer Staples 14.36%
4 Healthcare 11.17%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$939K 0.17%
12,320
-955
102
$923K 0.17%
6,720
103
$881K 0.16%
7,880
+150
104
$859K 0.16%
15,000
105
$856K 0.16%
19,018
-75
106
$852K 0.16%
+7,875
107
$833K 0.15%
14,386
-804
108
$826K 0.15%
2,310
+695
109
$824K 0.15%
16,310
110
$821K 0.15%
6,150
111
$782K 0.14%
20,395
+1,989
112
$762K 0.14%
11,628
-760
113
$698K 0.13%
15,525
114
$694K 0.13%
+9,102
115
$689K 0.13%
24,372
-1,301
116
$687K 0.13%
16,296
+3,320
117
$679K 0.12%
18,710
+750
118
$668K 0.12%
22,850
+2,525
119
$647K 0.12%
+8,012
120
$638K 0.12%
4,500
-75
121
$636K 0.12%
21,385
-1,000
122
$628K 0.12%
6,025
+500
123
$621K 0.11%
40,000
124
$582K 0.11%
+8,065
125
$576K 0.11%
22,775
-2,150
3 4
5
6 7