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
$420M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$677K
3
+$310K
4
LRCX icon
Lam Research
LRCX
+$234K
5
AMZN icon
Amazon
AMZN
+$227K

Top Sells

1
+$22.4M
2
+$773K
3
+$515K
4
AMGN icon
Amgen
AMGN
+$504K
5
BABA icon
Alibaba
BABA
+$496K

Sector Composition

1 Technology 23.55%
2 Healthcare 14.81%
3 Consumer Discretionary 14%
4 Financials 13.65%
5 Consumer Staples 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.39M 1.28%
25,835
+196
27
$5.04M 1.2%
8,880
-217
28
$4.57M 1.09%
9,098
-33
29
$4.43M 1.05%
28,160
+107
30
$4.3M 1.02%
20,061
-76
31
$4.27M 1.02%
25,595
-214
32
$4.24M 1.01%
11,934
-497
33
$4.23M 1.01%
30,072
-143
34
$4.1M 0.97%
47,993
-592
35
$4.06M 0.97%
52,917
-1,716
36
$4.04M 0.96%
16,565
-565
37
$4.04M 0.96%
16,099
-266
38
$3.92M 0.93%
11,310
+150
39
$3.9M 0.93%
19,436
-65
40
$3.4M 0.81%
32,891
-129
41
$3.29M 0.78%
55,700
+5,252
42
$3.27M 0.78%
63,469
-1,246
43
$3.12M 0.74%
21,013
-633
44
$3.08M 0.73%
19,913
+74
45
$3.04M 0.72%
51,252
-1,573
46
$2.81M 0.67%
3,066
47
$2.8M 0.67%
42,485
-1,855
48
$2.77M 0.66%
32,200
+40
49
$2.74M 0.65%
10,786
-160
50
$2.73M 0.65%
22,710
-206
1
2
3 4 5