CAM

Cypress Asset Management Portfolio holdings

AUM $440M
1-Year Est. Return 22.19%
This Quarter Est. Return
1 Year Est. Return
+22.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$465M
AUM Growth
+$200K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$2.56M
3
+$1.16M
4
TSM icon
TSMC
TSM
+$1.09M
5
CCI icon
Crown Castle
CCI
+$938K

Top Sells

1
+$5.96M
2
+$3.59M
3
+$1.44M
4
AAPL icon
Apple
AAPL
+$885K
5
JNJ icon
Johnson & Johnson
JNJ
+$790K

Sector Composition

1 Industrials 14.84%
2 Financials 14.29%
3 Consumer Staples 13.55%
4 Healthcare 12.55%
5 Technology 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.53M 1.19%
51,820
-3,725
27
$5.39M 1.16%
138,140
-7,100
28
$5.22M 1.12%
61,866
-5,840
29
$5.17M 1.11%
48,139
-2,774
30
$5.05M 1.09%
24,825
-560
31
$4.96M 1.07%
59,280
-5,974
32
$4.75M 1.02%
102,830
+11,794
33
$4.62M 0.99%
34,452
-4,143
34
$4.58M 0.98%
64,488
-4,915
35
$4.51M 0.97%
98,235
-5,749
36
$4.46M 0.96%
54,678
-3,690
37
$4.24M 0.91%
24,604
-1,340
38
$4.02M 0.86%
45,142
-286
39
$3.94M 0.85%
25,278
-550
40
$3.87M 0.83%
47,022
-2,911
41
$3.66M 0.79%
39,363
-158
42
$3.63M 0.78%
123,754
-6,852
43
$3.44M 0.74%
63,910
-860
44
$3.42M 0.74%
17,371
-568
45
$3.42M 0.74%
43,960
-18,527
46
$3.4M 0.73%
44,998
-2,196
47
$3.37M 0.72%
17,020
+2,185
48
$3.36M 0.72%
56,465
-2,690
49
$3.36M 0.72%
29,470
-1,575
50
$3.16M 0.68%
60,440
+1,100
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