CAM

Cypress Asset Management Portfolio holdings

AUM $455M
1-Year Est. Return 26.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.79%
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
+$3.84M
2
+$3.41M
3
+$2.82M
4
NEE icon
NextEra Energy
NEE
+$2.77M
5
PPL icon
PPL Corp
PPL
+$1.89M

Top Sells

1
+$3.68M
2
+$2.98M
3
+$2.97M
4
GSK icon
GSK
GSK
+$2.73M
5
APC
Anadarko Petroleum
APC
+$1.78M

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
101
$1.09M 0.22%
21,440
-947
102
$1.08M 0.22%
12,604
+1,684
103
$1.05M 0.21%
22,220
-750
104
$1.05M 0.21%
22,800
-25
105
$997K 0.2%
2,910
-50
106
$974K 0.19%
13,345
-1,950
107
$936K 0.19%
10,286
-1,015
108
$925K 0.18%
5,590
-115
109
$910K 0.18%
4,875
-425
110
$895K 0.18%
20,537
-10,248
111
$891K 0.18%
12,010
+980
112
$890K 0.18%
13,000
113
$887K 0.18%
22,140
-4,050
114
$854K 0.17%
10,536
-4,910
115
$840K 0.17%
29,232
-16,226
116
$818K 0.16%
9,284
+349
117
$817K 0.16%
5,900
-10
118
$813K 0.16%
11,276
-285
119
$811K 0.16%
9,345
+350
120
$775K 0.15%
+5,085
121
$750K 0.15%
9,617
-2,356
122
$740K 0.15%
31,441
+2,336
123
$737K 0.15%
+7,630
124
$729K 0.15%
18,543
-225
125
$704K 0.14%
12,992
-51,736
3 4
5
6 7