CAM

Cypress Asset Management Portfolio holdings

AUM $455M
1-Year Est. Return 26.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$543M
AUM Growth
-$9.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$1.91M
3
+$1.37M
4
FDX icon
FedEx
FDX
+$1.11M
5
KMB icon
Kimberly-Clark
KMB
+$1.02M

Top Sells

1
+$7.96M
2
+$3.54M
3
+$2.62M
4
BTI icon
British American Tobacco
BTI
+$1.9M
5
MCD icon
McDonald's
MCD
+$1.84M

Sector Composition

1 Energy 25%
2 Industrials 14.54%
3 Consumer Staples 14.36%
4 Healthcare 11.17%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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202
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-6,820
203
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204
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-365
205
– –
-3,990
206
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207
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-85,318
208
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-3,537
209
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-8,892
210
– –
-12,720
211
– –
-161,073
5 6 7 8
9