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
$503M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$3.41M
3
+$2.82M
4
NEE icon
NextEra Energy
NEE
+$2.77M
5
PPL icon
PPL Corp
PPL
+$1.89M

Top Sells

1
+$3.68M
2
+$2.98M
3
+$2.97M
4
GSK icon
GSK
GSK
+$2.73M
5
APC
Anadarko Petroleum
APC
+$1.78M

Sector Composition

1 Consumer Staples 18.75%
2 Healthcare 15.03%
3 Industrials 14.11%
4 Energy 13.93%
5 Financials 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-5,875
202
– –
-6,500
203
– –
-8,880
204
– –
-6,000
205
– –
-7,956
206
– –
-16,381
207
– –
-3,310
208
– –
-8,010
5 6 7 8
9