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
$522M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.58M
3
+$1.19M
4
YUMC icon
Yum China
YUMC
+$1.09M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$977K

Top Sells

1
+$3.78M
2
+$2.44M
3
+$2.2M
4
YUM icon
Yum! Brands
YUM
+$1.46M
5
SNY icon
Sanofi
SNY
+$967K

Sector Composition

1 Consumer Staples 17.16%
2 Energy 14.65%
3 Industrials 13.91%
4 Healthcare 13.54%
5 Financials 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$291K 0.06%
6,059
177
$287K 0.06%
+9,988
178
$286K 0.05%
1,361
179
$279K 0.05%
4,977
-232
180
$278K 0.05%
6,400
181
$269K 0.05%
5,478
-169
182
$269K 0.05%
3,683
183
$259K 0.05%
6,633
184
$256K 0.05%
1,780
-144
185
$249K 0.05%
3,960
186
$244K 0.05%
1
187
$240K 0.05%
6,974
-300
188
$235K 0.05%
+2,254
189
$234K 0.04%
3,300
190
$233K 0.04%
9,125
191
$232K 0.04%
1,861
-514
192
$228K 0.04%
5,000
193
$227K 0.04%
+13,100
194
$226K 0.04%
6,240
-400
195
$226K 0.04%
4,554
+224
196
$224K 0.04%
5,455
197
$221K 0.04%
1,568
+44
198
$219K 0.04%
1,500
-50
199
$217K 0.04%
+1,550
200
$214K 0.04%
+3,600
5 6 7
8
9