CYPRESS ASSET MANAGEMENT INC

HTTP://WWW.CYPRESSASSET.COM HOUSTON, TX Investment Advisor How do I update this listing?

Cypress Asset Management is based out of Houston. Cypress Asset Management is a large advisory firm with 145 clients and discretionary assets under management (AUM) of $326,827,142 (Form ADV from 2020-06-30). Their last reported 13F filing for Q2 2020 included $300,109,000 in managed 13F securities and a top 10 holdings concentration of 30.62%. Cypress Asset Management's largest holding is Apple Inc with shares held of 48,526. Cypress Asset Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 79 13F filings

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06/30/2020

13F Activity

  • Market Value $300.109 Million
  • Prior Market Value $231.741 Million
  • New Purchases15 stocks
  • Additional Purchases45 stocks
  • Sold out of2 stocks
  • Reduced holdings in58 stocks
  • Top 10 Holdings % 30.62 %
  • Turnover % [1]:13.18%
  • Turnover Alt % [2]: 8.47 %
  • Time Held Top20:19.85 quarters
  • Time Held Top10:9.10 quarters
  • Time Held All:29.42 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 25.55%
Performance Last 4 Quarters: 2.1%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

CYPRESS ASSET MANAGEMENT INC
4550 POST OAK PLACE DRIVE SUITE 317
HOUSTON TX    77027
Country: United States

Business Phone: 713-512-2100
Fax: 713-512-2105
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: TX
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 145
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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CYPRESS ASSET MANAGEMENT INC

ownership team - last updated 2020-06-30
Name Title Start Date Direct/Indirect % Ownership
GARWOOD, WILLIAM PRESIDENT 03/01/1996 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CYPRESS ASSET MANAGEMENT INC PRESIDENT direct 1996-03-01
LEE, FRANK, P. CHIEF OPERATING OFFICER 03/01/1996 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CYPRESS ASSET MANAGEMENT INC CHIEF OPERATING OFFICER direct 1996-03-01
FLORES, HECTOR, F. CHIEF COMPLIANCE OFFICER 02/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
CYPRESS ASSET MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2010-02-01

CYPRESS ASSET MANAGEMENT INC

ownership team - last updated 2020-03-25
Name Title Start Date Direct/Indirect % Ownership

CYPRESS ASSET MANAGEMENT INC

ownership team - last updated 2019-08-01
Name Title Start Date Direct/Indirect % Ownership
GARWOOD, WILLIAM PRESIDENT 03/01/1996 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CYPRESS ASSET MANAGEMENT INC PRESIDENT direct 1996-03-01
LEE, FRANK, P. CHIEF OPERATING OFFICER 03/01/1996 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CYPRESS ASSET MANAGEMENT INC CHIEF OPERATING OFFICER direct 1996-03-01
FLORES, HECTOR, F. CHIEF COMPLIANCE OFFICER 02/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
CYPRESS ASSET MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2010-02-01

CYPRESS ASSET MANAGEMENT INC

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
GARWOOD, WILLIAM PRESIDENT 03/01/1996 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CYPRESS ASSET MANAGEMENT INC PRESIDENT direct 1996-03-01
LEE, FRANK, P. CHIEF OPERATING OFFICER 03/01/1996 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CYPRESS ASSET MANAGEMENT INC CHIEF OPERATING OFFICER direct 1996-03-01
FLORES, HECTOR, F. CHIEF COMPLIANCE OFFICER 02/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
CYPRESS ASSET MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2010-02-01

CYPRESS ASSET MANAGEMENT INC

ownership team - last updated 2017-03-31
Name Title Start Date Direct/Indirect % Ownership
GARWOOD, WILLIAM PRESIDENT 03/01/1996 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CYPRESS ASSET MANAGEMENT INC PRESIDENT direct 1996-03-01
LEE, FRANK, P. CHIEF OPERATING OFFICER 03/01/1996 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CYPRESS ASSET MANAGEMENT INC CHIEF OPERATING OFFICER direct 1996-03-01
FLORES, HECTOR, F. CHIEF COMPLIANCE OFFICER 02/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
CYPRESS ASSET MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2010-02-01

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