CAM
Cypress Asset Management Portfolio holdings
AUM
$415M
This Quarter Return
+3.22%
1 Year Return
+18.54%
3 Year Return
+97.32%
5 Year Return
+153.51%
10 Year Return
+349.34%
AUM
$522M
AUM Growth
+$522M
(+4%)
Cap. Flow
+$12.2M
Cap. Flow
% of AUM
2.33%
Top 10 Holdings %
Top 10 Hldgs %
24.77%
Holding
221
New
18
Increased
64
Reduced
97
Closed
10
Top Buys
| 1 |
iShares Biotechnology ETF
IBB
|
$5.11M |
| 2 |
Goldman Sachs
GS
|
$4.59M |
| 3 |
Verizon
VZ
|
$1.19M |
| 4 |
Yum China
YUMC
|
$1.09M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$977K |
Top Sells
| 1 |
Ventas
VTR
|
$3.78M |
| 2 |
NextEra Energy, Inc.
NEE
|
$2.44M |
| 3 |
Welltower
WELL
|
$2.2M |
| 4 |
Sanofi
SNY
|
$967K |
| 5 |
VF Corp
VFC
|
$486K |
Sector Composition
| 1 | Consumer Staples | 17.16% |
| 2 | Energy | 14.65% |
| 3 | Industrials | 13.91% |
| 4 | Healthcare | 13.54% |
| 5 | Financials | 11.59% |
