CAM
Cypress Asset Management Portfolio holdings
AUM
$415M
This Quarter Return
+0.57%
1 Year Return
+18.54%
3 Year Return
+97.32%
5 Year Return
+153.51%
10 Year Return
+349.34%
AUM
$535M
AUM Growth
+$535M
(-1.6%)
Cap. Flow
-$5.7M
Cap. Flow
% of AUM
-1.06%
Top 10 Holdings %
Top 10 Hldgs %
24.19%
Holding
219
New
20
Increased
47
Reduced
105
Closed
19
Top Buys
| 1 |
AstraZeneca
AZN
|
$4.2M |
| 2 |
Kimberly-Clark
KMB
|
$3.5M |
| 3 |
GSK
GSK
|
$3.49M |
| 4 |
General Dynamics
GD
|
$3.4M |
| 5 |
Lockheed Martin
LMT
|
$3.07M |
Top Sells
| 1 |
Philip Morris
PM
|
$6.06M |
| 2 |
Targa Resources
TRGP
|
$4.75M |
| 3 |
Schlumberger
SLB
|
$4.19M |
| 4 |
Toronto Dominion Bank
TD
|
$1.8M |
| 5 |
LyondellBasell Industries
LYB
|
$1.7M |
Sector Composition
| 1 | Energy | 21.06% |
| 2 | Industrials | 15.19% |
| 3 | Healthcare | 13.94% |
| 4 | Consumer Staples | 13.77% |
| 5 | Financials | 8.64% |
