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
$522M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1 +$5.11M
2 +$4.58M
3 +$1.19M
4
YUMC icon
Yum China
YUMC
+$1.09M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$977K

Top Sells

1 +$3.78M
2 +$2.44M
3 +$2.2M
4
YUM icon
Yum! Brands
YUM
+$1.46M
5
SNY icon
Sanofi
SNY
+$967K

Sector Composition

1 Consumer Staples 17.16%
2 Energy 14.65%
3 Industrials 13.91%
4 Healthcare 13.54%
5 Financials 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$210K 0.04%
+2,665
202
$207K 0.04%
5,069
203
$176K 0.03%
13,368
-2,317
204
$158K 0.03%
13,000
-250
205
-12,450
206
-4,425
207
-3,409
208
-7,775
209
-53,555
210
-29,430
211
-230
212
-13,064
213
-3,750
214
-8,800