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
$369M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.57M
3
+$1.21M
4
EMR icon
Emerson Electric
EMR
+$1.03M
5
ANSS
Ansys
ANSS
+$778K

Top Sells

1
+$3.77M
2
+$2.23M
3
+$1.72M
4
HUM icon
Humana
HUM
+$1.55M
5
CCI icon
Crown Castle
CCI
+$1.01M

Sector Composition

1 Technology 32.39%
2 Healthcare 15.37%
3 Financials 13.44%
4 Consumer Discretionary 10.21%
5 Consumer Staples 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.97M 1.35%
19,287
-262
27
$4.72M 1.28%
10,092
-252
28
$4.52M 1.23%
26,195
+1,228
29
$4.45M 1.21%
27,072
-830
30
$4.44M 1.2%
28,822
-1,079
31
$4.22M 1.14%
8,297
+828
32
$4.14M 1.12%
16,477
-90
33
$3.96M 1.07%
14,265
-247
34
$3.26M 0.88%
22,826
+2,634
35
$3.22M 0.87%
32,592
-293
36
$3.2M 0.87%
27,967
+3,661
37
$3.19M 0.87%
35,255
-392
38
$2.92M 0.79%
21,138
-312
39
$2.66M 0.72%
23,070
+8,925
40
$2.54M 0.69%
5,974
-44
41
$2.49M 0.67%
39,657
-1,195
42
$2.44M 0.66%
5,836
+40
43
$2.39M 0.65%
39,635
-1,200
44
$2.39M 0.65%
17,916
+221
45
$2.26M 0.61%
2,257
-33
46
$2.23M 0.61%
5,228
+133
47
$2.19M 0.59%
12,320
+2,165
48
$2.17M 0.59%
7,433
-307
49
$2.12M 0.58%
13,017
-290
50
$1.95M 0.53%
14,078
-600
1
2
3 4 5