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
$341M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$1.92M
3
+$1.8M
4
PYPL icon
PayPal
PYPL
+$1.29M
5
AMZN icon
Amazon
AMZN
+$905K

Top Sells

1
+$5.25M
2
+$4.49M
3
+$4.19M
4
DEO icon
Diageo
DEO
+$3.81M
5
CB icon
Chubb
CB
+$3.69M

Sector Composition

1 Industrials 16.18%
2 Financials 14.67%
3 Healthcare 12.66%
4 Consumer Staples 11.49%
5 Technology 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.88M 1.13%
35,355
-26,340
27
$3.83M 1.12%
15,220
-9,325
28
$3.82M 1.12%
28,432
-6,020
29
$3.78M 1.11%
41,527
-3,615
30
$3.77M 1.1%
44,292
-10,386
31
$3.61M 1.06%
69,449
-36,102
32
$3.57M 1.05%
47,906
-40,674
33
$3.56M 1.04%
74,417
-42,568
34
$3.49M 1.02%
45,090
-16,776
35
$3.32M 0.97%
15,022
-9,803
36
$3.19M 0.93%
36,368
-2,995
37
$3.18M 0.93%
29,770
-22,050
38
$2.99M 0.88%
34,472
-12,550
39
$2.99M 0.88%
41,300
+12,500
40
$2.93M 0.86%
56,740
-3,700
41
$2.81M 0.82%
15,326
-2,045
42
$2.79M 0.82%
17,405
-7,873
43
$2.78M 0.81%
13,350
-3,670
44
$2.72M 0.8%
37,963
-7,035
45
$2.54M 0.74%
16,245
-8,359
46
$2.52M 0.74%
45,460
-2,365
47
$2.5M 0.73%
57,655
-40,580
48
$2.44M 0.71%
30,480
-4,010
49
$2.41M 0.71%
38,141
-11,907
50
$2.37M 0.69%
70,310
-10,145
1
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