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
$465M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$5.32M
3
+$4.65M
4
MSFT icon
Microsoft
MSFT
+$3.91M
5
BK icon
Bank of New York Mellon
BK
+$3.43M

Top Sells

1
+$6.8M
2
+$4.74M
3
+$3.65M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$3.4M
5
XOM icon
Exxon Mobil
XOM
+$1.93M

Sector Composition

1 Industrials 15.08%
2 Healthcare 13.96%
3 Consumer Staples 13.95%
4 Financials 12.76%
5 Technology 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$332K 0.07%
4,311
-107
152
$324K 0.07%
1,875
153
$323K 0.07%
8,750
154
$321K 0.07%
5,000
155
$321K 0.07%
3,550
-300
156
$314K 0.07%
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-87
157
$306K 0.07%
16,905
-2,376
158
$295K 0.06%
3,286
-190
159
$295K 0.06%
9,843
-2,784
160
$292K 0.06%
22,519
-778
161
$289K 0.06%
6,305
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162
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1,780
163
$267K 0.06%
1,760
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164
$264K 0.06%
1,286
165
$260K 0.06%
3,950
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166
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1,365
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167
$254K 0.05%
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168
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4,479
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169
$246K 0.05%
9,000
170
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171
$243K 0.05%
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172
$240K 0.05%
4,780
173
$239K 0.05%
9,324
-1,638
174
$238K 0.05%
4,450
175
$237K 0.05%
+20,350
4 5 6
7
8