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
$289M
AUM Growth
-$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$729K
2
+$484K
3
+$482K
4
AVGO icon
Broadcom
AVGO
+$482K
5
IFF icon
International Flavors & Fragrances
IFF
+$356K

Top Sells

1
+$547K
2
+$458K
3
+$413K
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$403K
5
HD icon
Home Depot
HD
+$388K

Sector Composition

1 Technology 17.89%
2 Financials 14.32%
3 Industrials 14.23%
4 Healthcare 14.1%
5 Consumer Staples 11.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.38M 1.17%
16,270
-350
27
$3.2M 1.11%
11,108
-340
28
$3.2M 1.11%
24,957
-677
29
$2.98M 1.03%
39,035
-1,665
30
$2.84M 0.98%
23,964
+110
31
$2.75M 0.95%
12,810
-260
32
$2.53M 0.88%
30,275
-600
33
$2.48M 0.86%
13,140
-2,186
34
$2.47M 0.86%
8,945
-310
35
$2.45M 0.85%
85,878
-600
36
$2.43M 0.84%
25,385
+1,100
37
$2.41M 0.83%
12,441
-100
38
$2.35M 0.81%
20,715
-500
39
$2.31M 0.8%
21,275
+425
40
$2.29M 0.79%
32,373
-2,040
41
$2.24M 0.78%
30,458
-750
42
$2.22M 0.77%
13,254
-155
43
$2.2M 0.76%
3,996
+417
44
$2.18M 0.76%
17,495
45
$2.15M 0.74%
15,455
-450
46
$2.13M 0.74%
22,635
-1,175
47
$2.12M 0.73%
25,470
-650
48
$2.08M 0.72%
8,205
+440
49
$2.01M 0.7%
58,961
-537
50
$1.99M 0.69%
32,520
+140
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