CAM

Cypress Asset Management Portfolio holdings

AUM $455M
1-Year Est. Return 26.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$535M
AUM Growth
-$8.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$3.61M
3
+$3.47M
4
GD icon
General Dynamics
GD
+$3.43M
5
LMT icon
Lockheed Martin
LMT
+$2.99M

Top Sells

1
+$6.53M
2
+$4.75M
3
+$4.19M
4
TD icon
Toronto Dominion Bank
TD
+$1.8M
5
CVX icon
Chevron
CVX
+$1.67M

Sector Composition

1 Energy 21.06%
2 Industrials 15.19%
3 Healthcare 13.94%
4 Consumer Staples 13.77%
5 Financials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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-16,296
202
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-4,100
203
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-3,640
204
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-5,201
205
– –
-8,047
206
– –
-8,600
207
– –
-6,323
208
– –
-3,225
209
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-6,243
210
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-31,854
211
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-49,022
212
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-37,600
213
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-44,822
214
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-5,500
5 6 7 8
9