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
$503M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$3.75M
3
+$3.01M
4
AAPL icon
Apple
AAPL
+$2.71M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$1.87M

Top Sells

1
+$3.68M
2
+$3.14M
3
+$3.1M
4
GSK icon
GSK
GSK
+$2.8M
5
APC
Anadarko Petroleum
APC
+$1.87M

Sector Composition

1 Consumer Staples 18.75%
2 Healthcare 15.03%
3 Industrials 14.11%
4 Energy 13.93%
5 Financials 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$232K 0.05%
+8,800
177
$231K 0.05%
3,683
-300
178
$229K 0.05%
+2,003
179
$224K 0.04%
6,400
180
$222K 0.04%
+5,000
181
$222K 0.04%
4,700
-150
182
$220K 0.04%
3,750
-500
183
$218K 0.04%
3,500
184
$217K 0.04%
1,425
-75
185
$217K 0.04%
1
186
$215K 0.04%
6,059
-505
187
$212K 0.04%
+9,125
188
$211K 0.04%
7,854
189
$207K 0.04%
6,575
-9,500
190
$204K 0.04%
+4,736
191
$202K 0.04%
+5,505
192
$170K 0.03%
13,550
+100
193
$145K 0.03%
13,031
-652
194
$66K 0.01%
12,753
-2,593
195
– –
-2,260
196
– –
-55,475
197
– –
-5,300
198
– –
-37,160
199
– –
-10,950
200
– –
-17,500
5 6 7
8
9