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
$299M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.51M
3
+$1.16M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.1M
5
HUM icon
Humana
HUM
+$871K

Top Sells

1
+$2.43M
2
+$1.14M
3
+$653K
4
ABBV icon
AbbVie
ABBV
+$560K
5
PYPL icon
PayPal
PYPL
+$495K

Sector Composition

1 Technology 27.64%
2 Healthcare 16.62%
3 Financials 12.89%
4 Consumer Staples 11.97%
5 Consumer Discretionary 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.08M 1.36%
19,630
-25
27
$4.04M 1.35%
10,894
+153
28
$4M 1.34%
39,121
+379
29
$3.94M 1.32%
30,261
+681
30
$3.83M 1.28%
7,519
+55
31
$3.64M 1.22%
14,478
+860
32
$3.57M 1.2%
43,040
+13,950
33
$3.55M 1.19%
31,973
-365
34
$3.28M 1.1%
23,778
-55
35
$2.61M 0.87%
36,417
-4,052
36
$2.55M 0.85%
35,958
-1,000
37
$2.45M 0.82%
6,499
+562
38
$2.39M 0.8%
15,312
-98
39
$2.37M 0.79%
20,232
40
$2.35M 0.79%
24,317
+30
41
$2.31M 0.77%
41,412
+395
42
$2.25M 0.75%
13,326
+665
43
$2.05M 0.68%
7,770
+250
44
$2.03M 0.68%
41,825
+1,200
45
$1.98M 0.66%
6,121
+1
46
$1.92M 0.64%
22,100
+425
47
$1.87M 0.62%
5,131
+40
48
$1.84M 0.62%
14,735
49
$1.82M 0.61%
23,179
-917
50
$1.69M 0.56%
17,630
-155
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