CAM

Cypress Asset Management Portfolio holdings

AUM $415M
1-Year Est. Return 18.54%
This Quarter Est. Return
1 Year Est. Return
+18.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
-$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$1.96M
3
+$710K
4
AMZN icon
Amazon
AMZN
+$655K
5
XLNX
Xilinx Inc
XLNX
+$646K

Top Sells

1
+$3.72M
2
+$1.96M
3
+$1.08M
4
RTX icon
RTX Corp
RTX
+$788K
5
CVX icon
Chevron
CVX
+$719K

Sector Composition

1 Technology 17.04%
2 Industrials 14.54%
3 Financials 14.45%
4 Healthcare 14.39%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.39M 1.16%
33,568
-85
27
$3.25M 1.11%
25,634
-1,303
28
$3.1M 1.06%
40,700
-1,200
29
$3.02M 1.04%
11,448
-90
30
$2.97M 1.02%
23,854
-5,780
31
$2.86M 0.98%
24,285
+5,478
32
$2.86M 0.98%
15,326
+136
33
$2.73M 0.93%
9,255
-860
34
$2.71M 0.93%
13,070
-85
35
$2.64M 0.9%
34,413
-7,696
36
$2.6M 0.89%
30,875
-1,580
37
$2.5M 0.85%
86,478
-21,520
38
$2.44M 0.84%
59,498
-369
39
$2.35M 0.8%
21,215
-150
40
$2.31M 0.79%
12,541
+340
41
$2.27M 0.78%
13,409
+2,605
42
$2.24M 0.77%
31,208
-625
43
$2.19M 0.75%
3,579
+519
44
$2.17M 0.74%
26,120
-1,495
45
$2.13M 0.73%
7,765
-540
46
$2.1M 0.72%
10,205
-665
47
$2.07M 0.71%
15,905
-2,075
48
$2.03M 0.69%
20,850
-275
49
$2M 0.68%
23,810
-385
50
$1.99M 0.68%
17,495
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