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
$574M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$6.04M
2 +$3.57M
3 +$600K
4
DIS icon
Walt Disney
DIS
+$600K
5
RTX icon
RTX Corp
RTX
+$576K

Top Sells

1 +$6.86M
2 +$3.17M
3 +$1.1M
4
DE icon
Deere & Co
DE
+$700K
5
OKS
Oneok Partners LP
OKS
+$680K

Sector Composition

1 Energy 27.46%
2 Consumer Staples 15.79%
3 Industrials 13.76%
4 Healthcare 8.82%
5 Financials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-8,339
202
-6,989
203
-10,091
204
-5,928