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
$538M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1 +$20.2M
2 +$18.8M
3 +$18.5M
4
PM icon
Philip Morris
PM
+$15.3M
5
KO icon
Coca-Cola
KO
+$15.2M

Top Sells

No sells this quarter

Sector Composition

1 Energy 30.51%
2 Consumer Staples 16.34%
3 Industrials 12.65%
4 Healthcare 8.12%
5 Financials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$240K 0.04%
+9,795
177
$223K 0.04%
+2,200
178
$217K 0.04%
+8,600
179
$214K 0.04%
+6,990
180
$212K 0.04%
+6,160
181
$212K 0.04%
+8,000
182
$211K 0.04%
+5,310
183
$208K 0.04%
+2,143
184
$204K 0.04%
+8,011
185
$203K 0.04%
+8,000
186
$200K 0.04%
+5,255
187
$186K 0.03%
+17,900
188
$139K 0.03%
+10,556
189
$136K 0.03%
+14,265