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
$503M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$3.75M
3
+$3.01M
4
AAPL icon
Apple
AAPL
+$2.71M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$1.87M

Top Sells

1
+$3.68M
2
+$3.14M
3
+$3.1M
4
GSK icon
GSK
GSK
+$2.8M
5
APC
Anadarko Petroleum
APC
+$1.87M

Sector Composition

1 Consumer Staples 18.75%
2 Healthcare 15.03%
3 Industrials 14.11%
4 Energy 13.93%
5 Financials 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$696K 0.14%
11,576
+269
127
$663K 0.13%
4,485
-10
128
$662K 0.13%
+14,110
129
$656K 0.13%
9,021
-315
130
$632K 0.13%
2,612
-140
131
$589K 0.12%
14,600
+425
132
$576K 0.11%
7,396
-275
133
$570K 0.11%
18,870
-102,525
134
$552K 0.11%
25,510
-8,672
135
$544K 0.11%
16,550
-1,975
136
$519K 0.1%
17,344
-8,979
137
$503K 0.1%
17,535
-350
138
$462K 0.09%
4,075
139
$451K 0.09%
12,010
140
$448K 0.09%
2,015
-10
141
$427K 0.08%
7,035
-14,875
142
$422K 0.08%
11,115
+879
143
$422K 0.08%
5,324
+376
144
$409K 0.08%
2,900
145
$400K 0.08%
9,808
-850
146
$382K 0.08%
9,950
+4,325
147
$371K 0.07%
2,453
-318
148
$369K 0.07%
2,541
149
$359K 0.07%
3,008
+342
150
$357K 0.07%
+4,225
4 5
6
7 8