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
$538M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1 +$20.2M
2 +$18.8M
3 +$18.5M
4
PM icon
Philip Morris
PM
+$15.3M
5
KO icon
Coca-Cola
KO
+$15.2M

Top Sells

No sells this quarter

Sector Composition

1 Energy 30.51%
2 Consumer Staples 16.34%
3 Industrials 12.65%
4 Healthcare 8.12%
5 Financials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$555K 0.1%
+10,728
127
$551K 0.1%
+8,292
128
$543K 0.1%
+24,773
129
$538K 0.1%
+4,670
130
$535K 0.1%
+4,841
131
$525K 0.1%
+10,132
132
$498K 0.09%
+31,610
133
$495K 0.09%
+15,000
134
$477K 0.09%
+6,000
135
$477K 0.09%
+9,300
136
$469K 0.09%
+7,856
137
$457K 0.09%
+10,750
138
$445K 0.08%
+18,300
139
$443K 0.08%
+4,960
140
$432K 0.08%
+7,600
141
$416K 0.08%
+9,180
142
$414K 0.08%
+11,454
143
$414K 0.08%
+11,346
144
$410K 0.08%
+9,890
145
$403K 0.08%
+52,140
146
$397K 0.07%
+6,125
147
$390K 0.07%
+9,270
148
$382K 0.07%
+15,450
149
$363K 0.07%
+4,286
150
$351K 0.07%
+8,402