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
$553M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1 +$1.02M
2 +$279K
3 +$231K
4
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$218K
5
ROK icon
Rockwell Automation
ROK
+$209K

Top Sells

1 +$1.92M
2 +$705K
3 +$694K
4
OKS
Oneok Partners LP
OKS
+$653K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$647K

Sector Composition

1 Energy 28.27%
2 Consumer Staples 13.92%
3 Industrials 13%
4 Healthcare 9.96%
5 Financials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-1,843
202
-1,750
203
-2,707
204
-2,755
205
-3,513
206
-2,500
207
-1,600
208
-3,685
209
-6,716