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
$538M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1 +$20.2M
2 +$18.8M
3 +$18.5M
4
PM icon
Philip Morris
PM
+$15.3M
5
KO icon
Coca-Cola
KO
+$15.2M

Top Sells

No sells this quarter

Sector Composition

1 Energy 30.51%
2 Consumer Staples 16.34%
3 Industrials 12.65%
4 Healthcare 8.12%
5 Financials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$349K 0.06%
+5,885
152
$344K 0.06%
+5,500
153
$343K 0.06%
+7,512
154
$330K 0.06%
+3,975
155
$329K 0.06%
+1,280
156
$322K 0.06%
+9,050
157
$320K 0.06%
+9,000
158
$319K 0.06%
+11,254
159
$315K 0.06%
+4,498
160
$299K 0.06%
+4,000
161
$296K 0.06%
+6,425
162
$295K 0.05%
+7,917
163
$294K 0.05%
+6,130
164
$284K 0.05%
+6,956
165
$284K 0.05%
+11,879
166
$280K 0.05%
+6,487
167
$277K 0.05%
+3,302
168
$269K 0.05%
+5,765
169
$266K 0.05%
+3,057
170
$263K 0.05%
+5,000
171
$258K 0.05%
+2,300
172
$253K 0.05%
+10,173
173
$248K 0.05%
+2,600
174
$248K 0.05%
+3,193
175
$240K 0.04%
+4,637