CAM
Cypress Asset Management Portfolio holdings
AUM
$415M
This Quarter Return
+5.48%
1 Year Return
+18.54%
3 Year Return
+97.32%
5 Year Return
+153.51%
10 Year Return
+349.34%
AUM
$497M
AUM Growth
+$497M
(+4.6%)
Cap. Flow
+$3.19M
Cap. Flow
% of AUM
0.64%
Top 10 Holdings %
Top 10 Hldgs %
24.98%
Holding
199
New
10
Increased
45
Reduced
105
Closed
10
Top Buys
| 1 |
Public Storage
PSA
|
$2.27M |
| 2 |
Travelers Companies
TRV
|
$1.8M |
| 3 |
RTN
Raytheon Company
RTN
|
$1.51M |
| 4 |
Nike
NKE
|
$1.36M |
| 5 |
Alerian MLP ETF
AMLP
|
$1.18M |
Top Sells
| 1 |
Emerson Electric
EMR
|
$2.58M |
| 2 |
Qualcomm
QCOM
|
$869K |
| 3 |
Cummins
CMI
|
$676K |
| 4 |
Deere & Co
DE
|
$593K |
| 5 |
MMP
Magellan Midstream Partners, L.P.
MMP
|
$404K |
Sector Composition
| 1 | Consumer Staples | 17.19% |
| 2 | Healthcare | 16.64% |
| 3 | Industrials | 14.87% |
| 4 | Energy | 13.4% |
| 5 | Financials | 10.74% |
