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
+$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$670K
2
+$233K
3
+$220K
4
CP icon
Canadian Pacific Kansas City
CP
+$219K
5
MCO icon
Moody's
MCO
+$215K

Top Sells

1
+$2.67M
2
+$1.49M
3
+$1.42M
4
MSFT icon
Microsoft
MSFT
+$742K
5
DD icon
DuPont de Nemours
DD
+$687K

Sector Composition

1 Industrials 15.92%
2 Financials 14.2%
3 Technology 13.19%
4 Healthcare 12.51%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.21M 1.24%
18,917
-965
27
$4.02M 1.18%
59,404
-4,056
28
$3.97M 1.17%
34,563
-905
29
$3.96M 1.16%
42,867
+75
30
$3.82M 1.12%
17,860
-2,900
31
$3.81M 1.12%
132,739
-5,058
32
$3.44M 1.01%
63,668
-5,945
33
$3.22M 0.94%
44,660
-535
34
$3.18M 0.93%
71,490
-825
35
$3.04M 0.89%
27,315
-4,880
36
$3M 0.88%
61,260
-6,265
37
$3M 0.88%
16,140
-750
38
$2.9M 0.85%
27,735
-3,435
39
$2.78M 0.82%
11,838
-154
40
$2.77M 0.81%
28,730
-2,719
41
$2.67M 0.78%
29,330
-4,942
42
$2.66M 0.78%
12,980
-2,067
43
$2.6M 0.76%
62,284
-1,623
44
$2.55M 0.75%
15,240
-1,560
45
$2.52M 0.74%
33,400
-8,335
46
$2.51M 0.74%
28,905
-475
47
$2.5M 0.73%
34,065
-470
48
$2.37M 0.7%
5,029
-45
49
$2.23M 0.66%
12,668
-2,191
50
$2.19M 0.64%
10,305
-2,175
1
2
3 4 5