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
$320M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.31M
3
+$1.29M
4
GLD icon
SPDR Gold Trust
GLD
+$1.19M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.11M

Top Sells

1
+$17.7M
2
+$4.04M
3
+$3.49M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.09M
5
NOW icon
ServiceNow
NOW
+$2.98M

Sector Composition

1 Technology 20.14%
2 Healthcare 16.94%
3 Consumer Discretionary 14.73%
4 Financials 13.75%
5 Consumer Staples 12.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.85M 1.2%
49,840
+190
27
$3.56M 1.11%
59,861
+2,731
28
$3.54M 1.11%
9,978
-20
29
$3.48M 1.08%
31,931
-200
30
$3.46M 1.08%
33,310
+9,041
31
$3.34M 1.04%
26,605
-225
32
$3.13M 0.98%
231,560
+2,720
33
$3.07M 0.96%
14,435
-15
34
$3.05M 0.95%
10,383
+114
35
$2.94M 0.92%
40,080
-180
36
$2.88M 0.9%
11,322
-44
37
$2.87M 0.9%
9,216
+76
38
$2.85M 0.89%
17,260
-185
39
$2.75M 0.86%
10,949
+119
40
$2.73M 0.85%
26,165
-180
41
$2.7M 0.84%
16,212
+4,597
42
$2.61M 0.81%
23,742
-1,350
43
$2.57M 0.8%
13,558
+1,735
44
$2.56M 0.8%
19,108
+6,117
45
$2.48M 0.77%
43,087
-5,235
46
$2.46M 0.77%
40,752
+7,515
47
$2.34M 0.73%
14,030
+415
48
$2.25M 0.7%
10,443
+369
49
$2.22M 0.69%
44,520
-210
50
$2.2M 0.69%
10,452
+119
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