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
$543M
AUM Growth
-$9.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.05M
3
+$1.4M
4
FDX icon
FedEx
FDX
+$1.14M
5
KMB icon
Kimberly-Clark
KMB
+$1.06M

Top Sells

1
+$7.96M
2
+$3.54M
3
+$2.62M
4
MCD icon
McDonald's
MCD
+$1.84M
5
BTI icon
British American Tobacco
BTI
+$1.82M

Sector Composition

1 Energy 25%
2 Industrials 14.54%
3 Consumer Staples 14.36%
4 Healthcare 11.17%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.9M 3.66%
551,225
+8,537
2
$16.4M 3.01%
177,142
-492
3
$14M 2.59%
509,124
-13,020
4
$13.3M 2.44%
126,851
+6,219
5
$13M 2.4%
116,199
-3,004
6
$12.8M 2.36%
112,576
+2,673
7
$12.7M 2.34%
232,387
+1,539
8
$12.3M 2.26%
129,805
+1,991
9
$12.2M 2.25%
147,838
+4,219
10
$11.9M 2.2%
98,516
-1,487
11
$10.9M 2.01%
174,589
+3,736
12
$10.8M 1.99%
118,905
+4,223
13
$10.8M 1.99%
175,014
+965
14
$10.7M 1.96%
130,843
-7,865
15
$10.1M 1.86%
106,203
-1,762
16
$10M 1.84%
236,876
-3,120
17
$9.05M 1.67%
213,973
+48,408
18
$8.66M 1.59%
168,660
+10,010
19
$8.48M 1.56%
105,366
-3,952
20
$8.05M 1.48%
111,260
+4,957
21
$8.03M 1.48%
271,626
+4,700
22
$7.55M 1.39%
63,392
+6,411
23
$6.4M 1.18%
118,152
+4,921
24
$6.4M 1.18%
92,752
+60
25
$6.37M 1.17%
77,212
+389
1
2 3 4 5