CAM

Cypress Asset Management Portfolio holdings

AUM $455M
1-Year Est. Return 26.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$503M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$3.41M
3
+$2.82M
4
NEE icon
NextEra Energy
NEE
+$2.77M
5
PPL icon
PPL Corp
PPL
+$1.89M

Top Sells

1
+$3.68M
2
+$2.98M
3
+$2.97M
4
GSK icon
GSK
GSK
+$2.73M
5
APC
Anadarko Petroleum
APC
+$1.78M

Sector Composition

1 Consumer Staples 18.75%
2 Healthcare 15.03%
3 Industrials 14.11%
4 Energy 13.93%
5 Financials 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$355K 0.07%
3,409
+500
152
$355K 0.07%
5,085
-1,450
153
$355K 0.07%
15,200
154
$344K 0.07%
6,840
155
$329K 0.07%
10,100
+1,000
156
$328K 0.07%
+3,485
157
$327K 0.07%
9,112
+439
158
$324K 0.06%
2,492
-250
159
$321K 0.06%
4,850
160
$310K 0.06%
16,221
+1,432
161
$303K 0.06%
5,950
-950
162
$302K 0.06%
4,053
+682
163
$301K 0.06%
1,301
-65
164
$299K 0.06%
230
165
$296K 0.06%
7,270
-280
166
$286K 0.06%
7,900
-120
167
$279K 0.06%
5,608
-425
168
$278K 0.06%
3,960
-115
169
$275K 0.05%
+2,015
170
$271K 0.05%
2,274
+126
171
$260K 0.05%
1,978
-152
172
$256K 0.05%
+9,930
173
$250K 0.05%
5,699
-5,227
174
$239K 0.05%
27,504
-2,853
175
$234K 0.05%
+4,102
5 6
7
8 9