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
$488M
AUM Growth
-$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1 +$3.79M
2 +$3.14M
3 +$3.12M
4
DLR icon
Digital Realty Trust
DLR
+$3.09M
5
MSFT icon
Microsoft
MSFT
+$2.55M

Top Sells

1 +$5.21M
2 +$4.63M
3 +$3.92M
4
OXY icon
Occidental Petroleum
OXY
+$2.81M
5
PSA icon
Public Storage
PSA
+$2.73M

Sector Composition

1 Consumer Staples 15.95%
2 Industrials 14.96%
3 Healthcare 13.94%
4 Financials 12.24%
5 Energy 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-6,630
202
-2,254
203
-1,564
204
-11,036
205
-11,259
206
-8,030
207
-34,909
208
-27,429
209
-6,161
210
-8,485