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
$532M
AUM Growth
-$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.44M
3
+$1.34M
4
EPD icon
Enterprise Products Partners
EPD
+$1.21M
5
BDX icon
Becton Dickinson
BDX
+$759K

Top Sells

1
+$1.49M
2
+$870K
3
+$625K
4
EMR icon
Emerson Electric
EMR
+$602K
5
XOM icon
Exxon Mobil
XOM
+$588K

Sector Composition

1 Energy 19.32%
2 Healthcare 15.29%
3 Industrials 15.17%
4 Consumer Staples 13.81%
5 Financials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$584K 0.11%
17,910
127
$582K 0.11%
21,275
128
$582K 0.11%
8,706
+1,928
129
$551K 0.1%
11,346
130
$546K 0.1%
6,685
+445
131
$521K 0.1%
4,360
132
$503K 0.09%
3,875
+275
133
$500K 0.09%
18,215
+990
134
$495K 0.09%
8,565
135
$494K 0.09%
12,925
136
$484K 0.09%
+725
137
$481K 0.09%
+5,145
138
$473K 0.09%
17,935
-3,250
139
$460K 0.09%
7,775
+150
140
$451K 0.08%
5,594
+99
141
$439K 0.08%
6,561
142
$433K 0.08%
8,450
-5,500
143
$426K 0.08%
17,396
+4,000
144
$422K 0.08%
38,805
+1,239
145
$406K 0.08%
6,170
-100
146
$395K 0.07%
2,541
147
$386K 0.07%
3,048
-752
148
$383K 0.07%
5,000
149
$382K 0.07%
2,755
-1,103
150
$378K 0.07%
4,250
4 5
6
7 8