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
$522M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.58M
3
+$1.19M
4
YUMC icon
Yum China
YUMC
+$1.09M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$977K

Top Sells

1
+$3.78M
2
+$2.44M
3
+$2.2M
4
YUM icon
Yum! Brands
YUM
+$1.46M
5
SNY icon
Sanofi
SNY
+$967K

Sector Composition

1 Consumer Staples 17.16%
2 Energy 14.65%
3 Industrials 13.91%
4 Healthcare 13.54%
5 Financials 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$401K 0.08%
2,525
-16
152
$393K 0.08%
1,690
-325
153
$390K 0.07%
+21,300
154
$388K 0.07%
4,521
+31
155
$387K 0.07%
14,175
-1,050
156
$376K 0.07%
27,669
+9,657
157
$375K 0.07%
2,409
-33
158
$375K 0.07%
6,569
-2,963
159
$370K 0.07%
7,526
160
$370K 0.07%
7,425
161
$364K 0.07%
5,035
162
$357K 0.07%
3,103
163
$356K 0.07%
9,480
+380
164
$355K 0.07%
29,637
+498
165
$354K 0.07%
2,673
+94
166
$344K 0.07%
4,650
-1,700
167
$344K 0.07%
9,962
-146
168
$343K 0.07%
8,861
+1
169
$342K 0.07%
4,825
-25
170
$334K 0.06%
9,325
-608
171
$322K 0.06%
+6,401
172
$307K 0.06%
8,360
173
$295K 0.06%
10,962
-400
174
$294K 0.06%
+2,600
175
$292K 0.06%
+4,608
5 6
7
8 9