CAM
Cypress Asset Management Portfolio holdings
AUM
$455M
1-Year Est. Return
26.79%
This Fund
S&P 500
1 Year Est. Return
+26.79%
AUM
$455M
AUM Growth
+$15.4M
(+3.5%)
Holding
108
Top Buys
| 1 | +$1.62M | |
| 2 | +$1.28M | |
| 3 | +$1.09M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$873K |
| 5 |
Netflix
NFLX
|
+$751K |
Top Sells
| 1 | +$1.94M | |
| 2 | +$1.74M | |
| 3 | +$738K | |
| 4 |
Coca-Cola
KO
|
+$478K |
| 5 |
PepsiCo
PEP
|
+$462K |
Sector Composition
| 1 | Technology | 36.01% |
| 2 | Financials | 15.83% |
| 3 | Healthcare | 11.67% |
| 4 | Industrials | 10.67% |
| 5 | Consumer Discretionary | 9.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Linde
LIN
$232B
| $4.84M | 1.06% |
11,360
+29
|
|
||
27
Honeywell
HON
$156B
| $4.84M | 1.06% |
24,801
-34
|
|
||
28
Palo Alto Networks
PANW
$130B
| $4.54M | 1% |
24,629
-6
|
|
||
29
Emerson Electric
EMR
$82B
| $4.24M | 0.93% |
31,961
-62
|
|
||
30
Lockheed Martin
LMT
$152B
| $4.19M | 0.92% |
8,673
-127
|
|
||
31
GE Vernova
GEV
$228B
| $4.13M | 0.91% |
6,313
+2,656
|
|
||
32
Lowe's Companies
LOW
$145B
| $4.11M | 0.9% |
17,034
-62
|
|
||
33
Zoetis
ZTS
$53.3B
| $3.63M | 0.8% |
28,874
-233
|
|
||
34
Procter & Gamble
PG
$368B
| $3.53M | 0.78% |
24,616
-384
|
|
||
35
Abbott
ABT
$197B
| $3.42M | 0.75% |
27,333
-168
|
|
||
36
Danaher
DHR
$145B
| $3.32M | 0.73% |
14,486
-201
|
|
||
37
Synopsys
SNPS
$82.7B
| $3.24M | 0.71% |
6,907
+600
|
|
||
38
Eaton
ETN
$138B
| $2.91M | 0.64% |
9,136
+638
|
|
||
39
S&P Global
SPGI
$133B
| $2.77M | 0.61% |
5,291
+15
|
|
||
40
Blackrock
BLK
$163B
| $2.71M | 0.6% |
2,532
-6
|
|
||
41
Deere & Co
DE
$167B
| $2.61M | 0.57% |
5,610
-192
|
|
||
42
Parker-Hannifin
PH
$125B
| $2.59M | 0.57% |
2,942
-15
|
|
||
43
Invesco QQQ Trust
QQQ
$400B
| $2.52M | 0.55% |
4,102
|
|
||
|
44
Netflix
NFLX
$418B
| $2.49M | 0.55% |
26,520
+6,970
|
|
||
45
ASML
ASML
$540B
| $2.26M | 0.5% |
2,112
+34
|
|
||
46
KLA
KLAC
$193B
| $2.21M | 0.48% |
1,815
-8
|
|
||
47
Exxon Mobil
XOM
$623B
| $2.2M | 0.48% |
18,280
-63
|
|
||
48
Texas Instruments
TXN
$183B
| $2.16M | 0.48% |
12,479
-21
|
|
||
49
McDonald's
MCD
$236B
| $2.13M | 0.47% |
6,980
-170
|
|
||
50
Alphabet (Google) Class A
GOOGL
$3.66T
| $2.09M | 0.46% |
6,671
+427
|
|