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
$522M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.58M
3
+$1.19M
4
YUMC icon
Yum China
YUMC
+$1.09M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$977K

Top Sells

1
+$3.78M
2
+$2.44M
3
+$2.2M
4
YUM icon
Yum! Brands
YUM
+$1.46M
5
SNY icon
Sanofi
SNY
+$967K

Sector Composition

1 Consumer Staples 17.16%
2 Energy 14.65%
3 Industrials 13.91%
4 Healthcare 13.54%
5 Financials 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.16M 0.22%
59,789
+19,933
102
$1.09M 0.21%
+41,731
103
$1.07M 0.21%
21,373
-2,723
104
$1.07M 0.21%
10,359
-50
105
$1.05M 0.2%
8,775
+685
106
$1.03M 0.2%
16,481
+3,269
107
$987K 0.19%
12,716
-30
108
$977K 0.19%
+42,025
109
$961K 0.18%
22,340
110
$934K 0.18%
11,975
-75
111
$883K 0.17%
11,219
-29
112
$880K 0.17%
6,875
+85
113
$857K 0.16%
+8,720
114
$839K 0.16%
20,364
-939
115
$818K 0.16%
2,150
-760
116
$789K 0.15%
5,550
-175
117
$766K 0.15%
+15,761
118
$758K 0.15%
2,672
119
$755K 0.14%
9,871
-170
120
$742K 0.14%
14,450
121
$724K 0.14%
23,253
-3,775
122
$723K 0.14%
10,145
+975
123
$705K 0.14%
18,353
-140
124
$681K 0.13%
6,612
-90
125
$676K 0.13%
+10,000
3 4
5
6 7