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
$294M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.27M
3
+$1.02M
4
CRM icon
Salesforce
CRM
+$974K
5
ELAN icon
Elanco Animal Health
ELAN
+$660K

Top Sells

1
+$1.11M
2
+$992K
3
+$868K
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$859K
5
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$849K

Sector Composition

1 Technology 15.51%
2 Industrials 15.22%
3 Healthcare 14.54%
4 Financials 13.73%
5 Consumer Staples 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.65M 1.24%
29,634
-3,077
27
$3.4M 1.16%
42,109
-6,512
28
$3.36M 1.14%
27,392
-1,775
29
$3.34M 1.14%
16,645
-490
30
$3.15M 1.07%
26,937
+474
31
$3.14M 1.07%
107,998
-9,350
32
$2.83M 0.96%
68,025
-2,025
33
$2.79M 0.95%
11,538
-140
34
$2.73M 0.93%
15,190
+400
35
$2.7M 0.92%
10,115
-955
36
$2.59M 0.88%
32,455
-160
37
$2.5M 0.85%
13,155
-1,110
38
$2.41M 0.82%
59,867
-475
39
$2.39M 0.81%
41,900
-1,725
40
$2.38M 0.81%
18,807
-200
41
$2.32M 0.79%
12,201
+11,001
42
$2.3M 0.78%
17,980
-1,075
43
$2.23M 0.76%
27,615
-405
44
$2.18M 0.74%
31,833
+2,085
45
$2.13M 0.72%
21,365
-1,400
46
$2.1M 0.71%
10,870
-750
47
$2.05M 0.7%
8,305
-395
48
$2.04M 0.69%
24,195
-315
49
$2.02M 0.69%
11,604
-83
50
$1.97M 0.67%
10,804
+2,639
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2
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