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
101
$876K 0.19%
10,434
-1,145
102
$876K 0.19%
8,755
103
$855K 0.18%
15,950
+700
104
$853K 0.18%
59,400
-29,400
105
$828K 0.18%
6,260
-7,175
106
$787K 0.17%
1,760
-105
107
$776K 0.17%
15,496
-5,671
108
$774K 0.17%
16,050
+3,775
109
$773K 0.17%
4,085
110
$771K 0.17%
40,375
-1,098
111
$752K 0.16%
9,712
+5,596
112
$739K 0.16%
13,324
+7,341
113
$735K 0.16%
5,852
-29
114
$670K 0.14%
8,000
-1,000
115
$668K 0.14%
11,025
-1,875
116
$631K 0.14%
9,833
-9,225
117
$610K 0.13%
11,300
-8,964
118
$603K 0.13%
14,975
-3,090
119
$576K 0.12%
12,286
-836
120
$554K 0.12%
10,912
-800
121
$549K 0.12%
28,619
-1,361
122
$536K 0.12%
6,971
123
$534K 0.11%
1,707
-425
124
$529K 0.11%
2,700
125
$526K 0.11%
4,624
-158
3 4
5
6 7