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

Top Buys

1
+$3.76M
2
+$3.13M
3
+$3.11M
4
VOD icon
Vodafone
VOD
+$3.02M
5
MSFT icon
Microsoft
MSFT
+$2.54M

Top Sells

1
+$5.16M
2
+$4.63M
3
+$3.81M
4
OXY icon
Occidental Petroleum
OXY
+$2.87M
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
– –
-8,066
202
– –
-11,800
203
– –
-15,170
204
– –
-3,100
205
– –
-5,550
206
– –
-5,583
207
– –
-6,613
208
– –
-21,595
209
– –
-83,540
210
– –
-12,475
5 6 7 8
9