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
$268M
AUM Growth
-$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.53M
3
+$1.32M
4
WDAY icon
Workday
WDAY
+$1.18M
5
ELAN icon
Elanco Animal Health
ELAN
+$972K

Top Sells

1
+$1.52M
2
+$1.52M
3
+$1.43M
4
MCO icon
Moody's
MCO
+$1.41M
5
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$1.38M

Sector Composition

1 Industrials 14.7%
2 Technology 14.53%
3 Healthcare 14.24%
4 Financials 14%
5 Consumer Staples 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.5M 1.31%
17,135
-725
27
$3.41M 1.27%
29,167
-5,535
28
$3.31M 1.24%
48,621
-4,117
29
$3.13M 1.17%
33,913
-650
30
$2.89M 1.08%
117,348
-15,391
31
$2.62M 0.98%
70,050
-1,440
32
$2.53M 0.95%
14,265
-975
33
$2.5M 0.93%
11,070
+5,825
34
$2.5M 0.93%
60,342
-1,942
35
$2.48M 0.93%
43,625
-1,035
36
$2.42M 0.9%
26,463
-2,267
37
$2.38M 0.89%
11,678
-160
38
$2.36M 0.88%
32,615
-1,450
39
$2.28M 0.85%
14,790
-1,350
40
$2.12M 0.79%
41,130
-26,695
41
$2.09M 0.78%
22,765
-6,565
42
$2.07M 0.77%
19,055
-8,260
43
$1.94M 0.72%
21,280
-400
44
$1.92M 0.72%
28,020
-885
45
$1.86M 0.7%
11,687
-981
46
$1.85M 0.69%
11,620
+7,405
47
$1.85M 0.69%
11,745
-1,235
48
$1.82M 0.68%
24,510
-865
49
$1.82M 0.68%
20,645
-7,090
50
$1.77M 0.66%
29,748
-1,190
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