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
$532M
AUM Growth
-$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1 +$1.57M
2 +$1.44M
3 +$1.34M
4
EPD icon
Enterprise Products Partners
EPD
+$1.21M
5
BDX icon
Becton Dickinson
BDX
+$759K

Top Sells

1 +$1.49M
2 +$870K
3 +$625K
4
EMR icon
Emerson Electric
EMR
+$602K
5
XOM icon
Exxon Mobil
XOM
+$588K

Sector Composition

1 Energy 19.32%
2 Healthcare 15.29%
3 Industrials 15.17%
4 Consumer Staples 13.81%
5 Financials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$64K 0.01%
24,270
-434
202
-5,000
203
-9,000
204
-4,172
205
-8,888
206
-3,902
207
-4,063
208
-4,710
209
-33