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

Top Buys

1
+$1.97M
2
+$959K
3
+$594K
4
STZ icon
Constellation Brands
STZ
+$582K
5
CBRL icon
Cracker Barrel
CBRL
+$578K

Top Sells

1
+$4.48M
2
+$3.72M
3
+$1.55M
4
BX icon
Blackstone
BX
+$1.18M
5
MRSH
Marsh
MRSH
+$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
5 6 7 8
9