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
$503M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$3.75M
3
+$3.01M
4
AAPL icon
Apple
AAPL
+$2.71M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$1.87M

Top Sells

1
+$3.68M
2
+$3.14M
3
+$3.1M
4
GSK icon
GSK
GSK
+$2.8M
5
APC
Anadarko Petroleum
APC
+$1.87M

Sector Composition

1 Consumer Staples 18.75%
2 Healthcare 15.03%
3 Industrials 14.11%
4 Energy 13.93%
5 Financials 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.6M 2.91%
499,641
+18,910
2
$14.5M 2.89%
137,080
-4,913
3
$14.3M 2.84%
117,762
-5,428
4
$12.9M 2.57%
541,552
+113,412
5
$12.5M 2.49%
133,492
-11,158
6
$12.1M 2.41%
109,128
-8,452
7
$12M 2.39%
79,722
-2,488
8
$11.8M 2.36%
104,940
-5,145
9
$10.8M 2.15%
127,580
-2,835
10
$9.99M 1.99%
211,168
-10,815
11
$9.86M 1.96%
158,634
-8,250
12
$9.79M 1.95%
128,867
+5,030
13
$9.62M 1.91%
73,629
+7,675
14
$9.28M 1.85%
67,496
-2,319
15
$8.82M 1.75%
264,106
-2,399
16
$8.76M 1.74%
193,134
-14,111
17
$7.87M 1.56%
75,033
-8,925
18
$7.58M 1.51%
85,642
-2,798
19
$7.17M 1.43%
91,112
+377
20
$7.14M 1.42%
28,785
+1,373
21
$6.88M 1.37%
106,538
-4,989
22
$6.62M 1.32%
120,454
+1,828
23
$5.83M 1.16%
104,491
-635
24
$5.69M 1.13%
44,586
-602
25
$5.58M 1.11%
57,015
+4,605
1
2 3 4 5