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
126
$566K 0.1%
8,186
+1,609
127
$565K 0.1%
4,360
-505
128
$542K 0.1%
3,534
-803
129
$538K 0.1%
1,585
+100
130
$526K 0.1%
3,940
-384
131
$518K 0.1%
12,134
+630
132
$515K 0.09%
13,950
133
$505K 0.09%
6,561
134
$479K 0.09%
17,225
-125
135
$474K 0.09%
8,565
136
$474K 0.09%
6,240
137
$473K 0.09%
9,630
+1,000
138
$470K 0.09%
13,725
-450
139
$464K 0.09%
8,600
-33,754
140
$463K 0.09%
+3,111
141
$455K 0.08%
6,225
142
$453K 0.08%
37,488
-8,229
143
$442K 0.08%
4,250
-25
144
$441K 0.08%
8,642
+1,692
145
$434K 0.08%
7,550
+200
146
$428K 0.08%
19,950
-2,800
147
$428K 0.08%
12,258
-300
148
$420K 0.08%
8,170
-700
149
$419K 0.08%
7,570
-490
150
$419K 0.08%
3,506
-318
4 5
6
7 8