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
$492M
AUM Growth
-$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$525K
2
+$453K
3
+$359K
4
CVS icon
CVS Health
CVS
+$331K
5
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$314K

Top Sells

1
+$1.18M
2
+$536K
3
+$530K
4
BMY icon
Bristol-Myers Squibb
BMY
+$458K
5
CVX icon
Chevron
CVX
+$424K

Sector Composition

1 Consumer Staples 17.82%
2 Industrials 15.4%
3 Healthcare 15.36%
4 Energy 13.34%
5 Financials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$366K 0.07%
1,366
+100
152
$349K 0.07%
11,796
-400
153
$348K 0.07%
2,742
154
$335K 0.07%
7,956
+2,719
155
$327K 0.07%
17,500
-700
156
$320K 0.07%
6,900
-165
157
$314K 0.06%
+6,000
158
$304K 0.06%
2,909
-50
159
$299K 0.06%
7,550
-50
160
$288K 0.06%
3,371
+3
161
$286K 0.06%
4,850
162
$284K 0.06%
2,130
-216
163
$278K 0.06%
9,100
164
$277K 0.06%
230
165
$275K 0.06%
6,400
166
$272K 0.06%
8,673
+708
167
$271K 0.06%
4,075
-25
168
$261K 0.05%
30,357
+462
169
$259K 0.05%
+2,666
170
$257K 0.05%
6,564
-841
171
$248K 0.05%
2,260
-1,075
172
$247K 0.05%
6,033
-137
173
$240K 0.05%
14,789
+2,914
174
$233K 0.05%
4,850
175
$229K 0.05%
+3,983
4 5 6
7
8