CAM
Cypress Asset Management Portfolio holdings
AUM
$440M
1-Year Est. Return
22.19%
1 Year Est. Return
+22.19%
AUM
$440M
AUM Growth
+$24.2M
(+5.8%)
Holding
111
Top Buys
| 1 | +$1.92M | |
| 2 | +$716K | |
| 3 | +$661K | |
| 4 |
Goldman Sachs
GS
|
+$421K |
| 5 |
Meta Platforms (Facebook)
META
|
+$211K |
Top Sells
| 1 | +$1.03M | |
| 2 | +$756K | |
| 3 | +$728K | |
| 4 |
ANSS
Ansys
ANSS
|
+$659K |
| 5 |
UnitedHealth
UNH
|
+$439K |
Sector Composition
| 1 | Technology | 36.42% |
| 2 | Financials | 16.01% |
| 3 | Healthcare | 10.65% |
| 4 | Industrials | 10.5% |
| 5 | Consumer Discretionary | 10.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Palo Alto Networks
PANW
$135B
| $5.02M | 1.14% |
24,635
+248
|
|
||
27
Qualcomm
QCOM
$187B
| $4.87M | 1.11% |
29,266
-476
|
|
||
28
Applied Materials
AMAT
$214B
| $4.84M | 1.1% |
23,629
-347
|
|
||
29
Lockheed Martin
LMT
$103B
| $4.39M | 1% |
8,800
-127
|
|
||
30
Lowe's Companies
LOW
$139B
| $4.3M | 0.98% |
17,096
-335
|
|
||
31
Zoetis
ZTS
$54B
| $4.26M | 0.97% |
29,107
-503
|
|
||
32
Emerson Electric
EMR
$75.8B
| $4.2M | 0.96% |
32,023
+40
|
|
||
33
Procter & Gamble
PG
$343B
| $3.84M | 0.87% |
25,000
-351
|
|
||
34
Abbott
ABT
$218B
| $3.68M | 0.84% |
27,501
-308
|
|
||
35
Eaton
ETN
$130B
| $3.18M | 0.72% |
8,498
-95
|
|
||
36
Synopsys
SNPS
$88.9B
| $3.11M | 0.71% |
6,307
+1,451
|
|
||
|
37
UnitedHealth
UNH
$308B
| $3.03M | 0.69% |
8,783
-1,271
|
|
||
38
Blackrock
BLK
$168B
| $2.96M | 0.67% |
2,538
-40
|
|
||
39
Danaher
DHR
$161B
| $2.91M | 0.66% |
14,687
-465
|
|
||
40
Deere & Co
DE
$130B
| $2.65M | 0.6% |
5,802
-67
|
|
||
41
S&P Global
SPGI
$151B
| $2.57M | 0.58% |
5,276
+9
|
|
||
42
Invesco QQQ Trust
QQQ
$408B
| $2.46M | 0.56% |
4,102
|
|
||
43
Adobe
ADBE
$137B
| $2.42M | 0.55% |
6,872
-1,123
|
|
||
44
Netflix
NFLX
$441B
| $2.34M | 0.53% |
19,550
+16,010
|
|
||
45
Texas Instruments
TXN
$166B
| $2.3M | 0.52% |
12,500
-75
|
|
||
46
GE Vernova
GEV
$163B
| $2.25M | 0.51% |
3,657
+1,075
|
|
||
47
Parker-Hannifin
PH
$110B
| $2.24M | 0.51% |
2,957
-39
|
|
||
48
McDonald's
MCD
$219B
| $2.17M | 0.49% |
7,150
|
|
||
49
Exxon Mobil
XOM
$497B
| $2.07M | 0.47% |
18,343
-177
|
|
||
50
Chevron
CVX
$303B
| $2.02M | 0.46% |
13,011
-112
|
|