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
$300M
AUM Growth
+$68.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.61M
3
+$1.51M
4
SBUX icon
Starbucks
SBUX
+$1.47M
5
SNY icon
Sanofi
SNY
+$1.4M

Top Sells

1
+$2.73M
2
+$1.19M
3
+$810K
4
MSFT icon
Microsoft
MSFT
+$511K
5
HON icon
Honeywell
HON
+$488K

Sector Composition

1 Technology 22.58%
2 Healthcare 16.18%
3 Financials 13.25%
4 Consumer Discretionary 13.24%
5 Consumer Staples 11.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.62M 1.21%
8,325
-505
27
$3.59M 1.19%
39,317
+1,007
28
$3.55M 1.18%
20,977
-200
29
$3.49M 1.16%
85,950
+550
30
$3.15M 1.05%
57,130
+19,190
31
$3.03M 1.01%
9,998
-325
32
$2.98M 0.99%
+48,322
33
$2.98M 0.99%
36,725
-2,500
34
$2.94M 0.98%
32,131
+2,866
35
$2.85M 0.95%
40,260
+8,540
36
$2.7M 0.9%
9,140
-435
37
$2.68M 0.89%
11,366
-505
38
$2.64M 0.88%
25,092
+1,005
39
$2.63M 0.88%
26,830
+4,495
40
$2.59M 0.86%
26,345
+1,205
41
$2.58M 0.86%
14,450
-125
42
$2.39M 0.8%
17,445
-50
43
$2.28M 0.76%
13,615
-160
44
$2.27M 0.76%
10,333
-340
45
$2.23M 0.74%
25,015
+1,547
46
$2.23M 0.74%
24,269
+620
47
$2.21M 0.74%
10,269
-228
48
$2.17M 0.72%
228,840
-12,600
49
$2.13M 0.71%
53,469
-29,850
50
$2.07M 0.69%
11,823
+4,928
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