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
$502M
AUM Growth
-$993K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1 +$2.14M
2 +$951K
3 +$588K
4
EPD icon
Enterprise Products Partners
EPD
+$521K
5
BMY icon
Bristol-Myers Squibb
BMY
+$499K

Top Sells

1 +$4.48M
2 +$3.72M
3 +$1.69M
4
BX icon
Blackstone
BX
+$1.14M
5
MMC icon
Marsh & McLennan
MMC
+$890K

Sector Composition

1 Consumer Staples 18.74%
2 Healthcare 14.75%
3 Energy 14.15%
4 Industrials 13.68%
5 Financials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-3,500
202
-13,000
203
-7,854
204
-4,700