CAM
Cypress Asset Management Portfolio holdings
AUM
$415M
This Quarter Return
-1.03%
1 Year Return
+18.54%
3 Year Return
+97.32%
5 Year Return
+153.51%
10 Year Return
+349.34%
AUM
$532M
AUM Growth
+$532M
(-0.56%)
Cap. Flow
+$6.34M
Cap. Flow
% of AUM
1.19%
Top 10 Holdings %
Top 10 Hldgs %
24.49%
Holding
215
New
14
Increased
84
Reduced
63
Closed
8
Top Buys
| 1 |
3M
MMM
|
$1.57M |
| 2 |
CVS Health
CVS
|
$1.44M |
| 3 |
Danaher
DHR
|
$1.34M |
| 4 |
Enterprise Products Partners
EPD
|
$1.21M |
| 5 |
Becton Dickinson
BDX
|
$759K |
Top Sells
| 1 |
Plains GP Holdings
PAGP
|
$1.49M |
| 2 |
Chevron
CVX
|
$870K |
| 3 |
Kinder Morgan
KMI
|
$625K |
| 4 |
Emerson Electric
EMR
|
$602K |
| 5 |
Exxon Mobil
XOM
|
$588K |
Sector Composition
| 1 | Energy | 19.32% |
| 2 | Healthcare | 15.29% |
| 3 | Industrials | 15.17% |
| 4 | Consumer Staples | 13.81% |
| 5 | Financials | 9.21% |
