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
126
$518K 0.11%
870
-255
127
$514K 0.11%
11,521
-1,441
128
$491K 0.11%
8,823
-158
129
$482K 0.1%
2,823
130
$475K 0.1%
1,650
131
$474K 0.1%
5,225
132
$467K 0.1%
5,095
-122
133
$467K 0.1%
3,167
-560
134
$465K 0.1%
3,025
-575
135
$454K 0.1%
5,135
-325
136
$448K 0.1%
8,000
+1,050
137
$418K 0.09%
3,825
138
$407K 0.09%
7,585
-900
139
$393K 0.08%
11,675
-5,210
140
$393K 0.08%
4,850
-549
141
$382K 0.08%
10,410
-364
142
$380K 0.08%
13,396
-602
143
$378K 0.08%
4,825
144
$364K 0.08%
2,766
-82
145
$359K 0.08%
+8,900
146
$356K 0.08%
13,300
-412
147
$339K 0.07%
8,812
148
$336K 0.07%
1,732
149
$334K 0.07%
+13,854
150
$332K 0.07%
+4,350
4 5
6
7 8