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
$294M
AUM Growth
+$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$761K
3
+$706K
4
GS icon
Goldman Sachs
GS
+$558K
5
TDOC icon
Teladoc Health
TDOC
+$516K

Top Sells

1
+$2.4M
2
+$1.23M
3
+$965K
4
ELAN icon
Elanco Animal Health
ELAN
+$837K
5
PEP icon
PepsiCo
PEP
+$829K

Sector Composition

1 Technology 19.75%
2 Financials 14.81%
3 Healthcare 14.71%
4 Industrials 13.61%
5 Consumer Discretionary 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.48M 1.18%
15,345
-925
27
$3.19M 1.09%
23,462
-1,495
28
$3.18M 1.08%
36,085
-2,950
29
$3.13M 1.07%
10,663
-445
30
$2.9M 0.99%
24,062
+98
31
$2.86M 0.98%
11,881
-560
32
$2.77M 0.94%
13,025
-115
33
$2.76M 0.94%
8,381
-564
34
$2.64M 0.9%
23,299
+2,024
35
$2.43M 0.83%
24,875
-510
36
$2.42M 0.82%
27,875
-2,400
37
$2.37M 0.81%
24,990
-480
38
$2.29M 0.78%
7,795
-595
39
$2.29M 0.78%
4,001
+5
40
$2.23M 0.76%
79,278
-6,600
41
$2.16M 0.73%
7,635
-570
42
$2.15M 0.73%
10,134
-3,120
43
$2.12M 0.72%
56,977
-1,984
44
$2.12M 0.72%
15,995
-1,500
45
$2.09M 0.71%
20,635
-2,000
46
$2.06M 0.7%
53,520
-2,580
47
$2.06M 0.7%
10,400
-2,410
48
$2.05M 0.7%
14,395
-1,060
49
$2M 0.68%
29,920
-2,600
50
$1.96M 0.67%
28,508
-1,950
1
2
3 4 5