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
$543M
AUM Growth
-$9.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.05M
3
+$1.4M
4
FDX icon
FedEx
FDX
+$1.14M
5
KMB icon
Kimberly-Clark
KMB
+$1.06M

Top Sells

1
+$7.96M
2
+$3.54M
3
+$2.62M
4
MCD icon
McDonald's
MCD
+$1.84M
5
BTI icon
British American Tobacco
BTI
+$1.82M

Sector Composition

1 Energy 25%
2 Industrials 14.54%
3 Consumer Staples 14.36%
4 Healthcare 11.17%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$232K 0.04%
4,340
+320
177
$226K 0.04%
+1,750
178
$226K 0.04%
8,047
-547
179
$226K 0.04%
1
180
$224K 0.04%
+9,000
181
$224K 0.04%
5,376
+461
182
$221K 0.04%
9,465
-35,709
183
$220K 0.04%
7,445
-1,817
184
$219K 0.04%
22
+7
185
$218K 0.04%
5,183
-989
186
$218K 0.04%
8,000
187
$206K 0.04%
8,000
188
$205K 0.04%
5,000
-1,990
189
$204K 0.04%
+3,640
190
$203K 0.04%
8,000
191
$195K 0.04%
14,050
192
$177K 0.03%
11,400
+600
193
$88K 0.02%
21,968
+6,030
194
$84K 0.02%
25,807
+13,872
195
– –
-6,593
196
– –
-5,075
197
– –
-3,685
198
– –
-8,482
199
– –
-6,125
200
– –
-10,600
5 6 7
8
9