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
$232M
AUM Growth
-$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$1.03M
3
+$949K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$709K
5
UNH icon
UnitedHealth
UNH
+$444K

Top Sells

1
+$6.29M
2
+$4.55M
3
+$2.37M
4
HON icon
Honeywell
HON
+$1.96M
5
FDX icon
FedEx
FDX
+$957K

Sector Composition

1 Technology 21.8%
2 Healthcare 17.25%
3 Financials 13.63%
4 Consumer Discretionary 11.88%
5 Consumer Staples 11.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.73M 1.18%
20,805
-380
27
$2.67M 1.15%
14,575
-770
28
$2.59M 1.12%
38,310
+2,225
29
$2.41M 1.04%
11,871
-10
30
$2.39M 1.03%
9,575
+1,780
31
$2.31M 1%
29,265
+1,390
32
$2.31M 1%
24,087
+235
33
$2.25M 0.97%
7,845
+210
34
$2.13M 0.92%
23,649
+350
35
$2.06M 0.89%
17,495
+1,500
36
$2.04M 0.88%
10,497
+363
37
$2.04M 0.88%
37,940
+22,746
38
$1.99M 0.86%
13,775
-620
39
$1.98M 0.86%
4,061
+60
40
$1.96M 0.85%
25,140
+265
41
$1.93M 0.83%
29,058
+550
42
$1.85M 0.8%
10,673
+530
43
$1.85M 0.8%
22,335
+1,700
44
$1.84M 0.8%
31,720
+1,800
45
$1.77M 0.76%
57,184
+207
46
$1.7M 0.73%
23,468
-594
47
$1.68M 0.73%
10,170
-230
48
$1.67M 0.72%
39,980
-1,870
49
$1.65M 0.71%
85,400
+11,000
50
$1.63M 0.7%
14,825
+615
1
2
3 4 5