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
$388M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.23M
3
+$520K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$485K
5
EMR icon
Emerson Electric
EMR
+$440K

Top Sells

1
+$1.83M
2
+$1.03M
3
+$783K
4
NVDA icon
NVIDIA
NVDA
+$776K
5
DEO icon
Diageo
DEO
+$593K

Sector Composition

1 Technology 35.36%
2 Healthcare 15.05%
3 Financials 12.04%
4 Consumer Discretionary 9.28%
5 Consumer Staples 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.84M 1.25%
10,071
-21
27
$4.83M 1.24%
27,163
+968
28
$4.78M 1.23%
10,673
+3
29
$4.64M 1.19%
8,281
-16
30
$4.5M 1.16%
8,624
+4,805
31
$4.44M 1.14%
26,522
-550
32
$4.22M 1.09%
18,890
-397
33
$4.09M 1.05%
16,259
-218
34
$3.94M 1.01%
23,036
+210
35
$3.75M 0.96%
14,246
-19
36
$3.73M 0.96%
21,117
-21
37
$3.31M 0.85%
33,981
-1,274
38
$3.31M 0.85%
32,519
-73
39
$3.06M 0.79%
26,950
+3,880
40
$2.95M 0.76%
28,069
+102
41
$2.92M 0.75%
6,405
+569
42
$2.68M 0.69%
18,066
+150
43
$2.45M 0.63%
12,331
+11
44
$2.34M 0.6%
2,217
-40
45
$2.34M 0.6%
5,198
-30
46
$2.3M 0.59%
5,960
-14
47
$2.29M 0.59%
39,635
48
$2.23M 0.58%
34,225
-5,432
49
$2.11M 0.54%
12,999
-18
50
$2.03M 0.52%
3,729
+25
1
2
3 4 5