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
$390M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$903K
3
+$655K
4
UNP icon
Union Pacific
UNP
+$570K
5
PH icon
Parker-Hannifin
PH
+$423K

Top Sells

1
+$19.5M
2
+$602K
3
+$598K
4
GLD icon
SPDR Gold Trust
GLD
+$573K
5
MRK icon
Merck
MRK
+$436K

Sector Composition

1 Technology 21.35%
2 Financials 15.52%
3 Healthcare 14.9%
4 Consumer Discretionary 14.44%
5 Consumer Staples 11.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.73M 1.21%
12,491
-20
27
$4.32M 1.11%
55,512
-5,606
28
$4.17M 1.07%
20,067
+235
29
$4.06M 1.04%
32,740
-55
30
$4.03M 1.03%
26,109
-1,035
31
$3.96M 1.01%
27,778
+2,687
32
$3.95M 1.01%
48,555
-460
33
$3.86M 0.99%
9,752
-15
34
$3.84M 0.98%
26,545
-8
35
$3.83M 0.98%
16,395
+1,320
36
$3.73M 0.96%
66,490
-4,380
37
$3.73M 0.95%
19,526
-40
38
$3.66M 0.94%
9,141
-35
39
$3.6M 0.92%
21,646
-30
40
$3.51M 0.9%
30,285
-595
41
$3.49M 0.89%
19,834
+5,139
42
$3.22M 0.82%
11,130
+687
43
$3.19M 0.82%
17,130
-80
44
$2.86M 0.73%
52,915
-955
45
$2.77M 0.71%
23,091
+426
46
$2.74M 0.7%
32,126
-170
47
$2.68M 0.69%
3,066
48
$2.67M 0.68%
10,924
-15
49
$2.67M 0.68%
44,340
50
$2.6M 0.67%
23,255
-634
1
2
3 4 5