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
$261M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$791K
2
+$335K
3
+$291K
4
NVO icon
Novo Nordisk
NVO
+$281K
5
DE icon
Deere & Co
DE
+$154K

Top Sells

1
+$962K
2
+$284K
3
+$259K
4
GLD icon
SPDR Gold Trust
GLD
+$242K
5
ECL icon
Ecolab
ECL
+$241K

Sector Composition

1 Technology 21.85%
2 Healthcare 17.92%
3 Consumer Staples 13.6%
4 Financials 13.12%
5 Consumer Discretionary 11.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.32M 1.27%
4,011
-47
27
$3.14M 1.2%
13,674
-20
28
$2.94M 1.12%
19,819
+5,333
29
$2.92M 1.12%
19,510
-75
30
$2.91M 1.11%
10,787
-30
31
$2.76M 1.06%
39,278
-570
32
$2.73M 1.04%
16,876
-250
33
$2.65M 1.01%
32,356
+1,732
34
$2.6M 1%
41,077
-794
35
$2.54M 0.97%
45,347
+30
36
$2.5M 0.96%
25,892
-480
37
$2.38M 0.91%
196,490
-5,150
38
$2.25M 0.86%
27,836
-315
39
$2.18M 0.83%
26,584
-425
40
$2.08M 0.8%
7,574
-50
41
$1.98M 0.76%
41,885
42
$1.96M 0.75%
20,511
-300
43
$1.93M 0.74%
44,102
-955
44
$1.88M 0.72%
13,967
-60
45
$1.87M 0.71%
8,085
46
$1.81M 0.69%
6,188
+75
47
$1.76M 0.67%
12,266
+10
48
$1.68M 0.64%
20,204
-145
49
$1.66M 0.64%
20,316
50
$1.66M 0.63%
15,580
-295
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