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
$338M
AUM Growth
-$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.35M
3
+$2.9M
4
V icon
Visa
V
+$2.42M
5
AMZN icon
Amazon
AMZN
+$2.02M

Top Sells

1
+$4.16M
2
+$3.56M
3
+$3.22M
4
IBB icon
iShares Biotechnology ETF
IBB
+$2.63M
5
WRK
WestRock Company
WRK
+$1.92M

Sector Composition

1 Industrials 15.37%
2 Financials 15.2%
3 Technology 12.49%
4 Healthcare 11.28%
5 Consumer Staples 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.11M 1.21%
42,792
+1,265
27
$3.91M 1.16%
19,882
+9,168
28
$3.88M 1.15%
20,760
-725
29
$3.81M 1.13%
137,797
-22,485
30
$3.68M 1.09%
63,460
-5,989
31
$3.47M 1.03%
32,195
-3,160
32
$3.43M 1.01%
40,180
-4,910
33
$3.39M 1%
35,468
-900
34
$3.37M 1%
31,170
+14,155
35
$3.35M 0.99%
+67,525
36
$3.12M 0.92%
72,315
+39,825
37
$3.08M 0.91%
13,940
-1,280
38
$2.9M 0.86%
16,890
-515
39
$2.9M 0.86%
+41,735
40
$2.81M 0.83%
15,047
+25
41
$2.75M 0.81%
31,449
-3,023
42
$2.68M 0.79%
34,272
-10,020
43
$2.63M 0.78%
16,800
+555
44
$2.54M 0.75%
45,195
-265
45
$2.53M 0.75%
5,074
+1,079
46
$2.51M 0.74%
11,992
-140
47
$2.44M 0.72%
14,859
-467
48
$2.4M 0.71%
12,480
-870
49
$2.2M 0.65%
63,907
-6,403
50
$2.2M 0.65%
29,380
-1,100
1
2
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