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
$386M
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$49.1K
2
+$42.5K
3
+$37.5K
4
AMAT icon
Applied Materials
AMAT
+$35.4K
5
MDT icon
Medtronic
MDT
+$35.1K

Top Sells

1
+$21.9M
2
+$179K
3
+$132K
4
EL icon
Estee Lauder
EL
+$123K
5
INTC icon
Intel
INTC
+$94.6K

Sector Composition

1 Technology 21.64%
2 Financials 15.35%
3 Healthcare 15.02%
4 Consumer Discretionary 14.35%
5 Consumer Staples 11.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.38M 1.13%
9,737
-15
27
$4.29M 1.11%
12,431
-60
28
$4.14M 1.07%
33,020
+280
29
$4.1M 1.06%
54,633
-879
30
$4M 1.04%
26,480
-65
31
$3.81M 0.99%
19,501
-25
32
$3.75M 0.97%
25,809
-300
33
$3.67M 0.95%
48,585
+30
34
$3.67M 0.95%
20,137
+70
35
$3.61M 0.94%
28,053
+275
36
$3.57M 0.93%
30,215
-70
37
$3.57M 0.93%
9,131
-10
38
$3.45M 0.89%
64,715
-1,775
39
$3.45M 0.89%
16,365
-30
40
$3.36M 0.87%
19,839
+5
41
$3.33M 0.86%
17,130
42
$3.27M 0.85%
11,160
+30
43
$3.17M 0.82%
21,646
44
$2.97M 0.77%
10,946
+22
45
$2.78M 0.72%
44,340
46
$2.77M 0.72%
52,825
-90
47
$2.76M 0.72%
32,160
+34
48
$2.57M 0.67%
3,066
49
$2.56M 0.66%
22,916
-175
50
$2.55M 0.66%
10,218
-75
1
2
3 4 5