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CAM
Cypress Asset Management Portfolio holdings
AUM
$455M
1-Year Est. Return
26.87%
This Fund
S&P 500
This Quarter
Est. Return
+0.03%
1 Year Est. Return
+26.87%
3 Year Est. Return
+113.59%
5 Year Est. Return
+132.49%
10 Year Est. Return
+426.19%
AUM
$538M
AUM Growth
–
Cap. Flow
+$545M
Cap. Flow
% of AUM
101.34%
Top 10 Holdings %
Top 10 Hldgs %
28.68%
Holding
191
New
191
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Enterprise Products Partners
EPD
|
+$19.7M |
| 2 |
Plains All American Pipeline
PAA
|
+$18.8M |
| 3 |
ExxonMobil
XOM
|
+$18.8M |
| 4 |
Philip Morris
PM
|
+$16.4M |
| 5 |
Coca-Cola
KO
|
+$15.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 30.51% |
| 2 | Consumer Staples | 16.34% |
| 3 | Industrials | 12.65% |
| 4 | Healthcare | 8.12% |
| 5 | Financials | 6.57% |
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Cypress Asset Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Cypress Asset Management, which disclosed 191 positions worth $538M. Its ten largest holdings account for 29% of the portfolio.
Its largest position is Enterprise Products Partners: 649,368 shares worth $20.2M.
By sector, the portfolio is most concentrated in Energy at 31% of assets, followed by Consumer Staples and Industrials.
- Cypress Asset Management's largest Q2 2013 buy was Enterprise Products Partners: 649,368 shares worth $20.2M.
- Cypress Asset Management's ten largest holdings make up 29% of its $538M portfolio in Q2 2013.
- Cypress Asset Management disclosed 191 positions in Q2 2013, its first 13F filing on record.
Based on Cypress Asset Management's 13F filing for Q2 2013, filed 9 Aug 2013.