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
$543M
AUM Growth
-$9.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.05M
3
+$1.4M
4
FDX icon
FedEx
FDX
+$1.14M
5
KMB icon
Kimberly-Clark
KMB
+$1.06M

Top Sells

1
+$7.96M
2
+$3.54M
3
+$2.62M
4
MCD icon
McDonald's
MCD
+$1.84M
5
BTI icon
British American Tobacco
BTI
+$1.82M

Sector Composition

1 Energy 25%
2 Industrials 14.54%
3 Consumer Staples 14.36%
4 Healthcare 11.17%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$404K 0.07%
5,000
152
$395K 0.07%
5,350
153
$375K 0.07%
3,609
-75
154
$365K 0.07%
6,270
-150
155
$357K 0.07%
7,405
+1,346
156
$348K 0.06%
6,400
157
$338K 0.06%
5,925
158
$328K 0.06%
5,691
159
$326K 0.06%
5,201
+281
160
$307K 0.06%
7,540
-1,400
161
$302K 0.06%
6,900
+1,150
162
$287K 0.05%
4,005
-603
163
$285K 0.05%
6,243
-1,100
164
$278K 0.05%
3,225
165
$278K 0.05%
+2,750
166
$270K 0.05%
5,500
167
$269K 0.05%
4,100
-21,369
168
$266K 0.05%
5,900
-600
169
$264K 0.05%
5,150
-650
170
$262K 0.05%
4,550
171
$261K 0.05%
215
+20
172
$257K 0.05%
6,745
-1,418
173
$252K 0.05%
3,850
174
$249K 0.05%
6,323
-606
175
$236K 0.04%
+2,367
5 6
7
8 9