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
$402M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$716K
3
+$643K
4
NDAQ icon
Nasdaq
NDAQ
+$617K
5
MSFT icon
Microsoft
MSFT
+$545K

Top Sells

1
+$1.92M
2
+$995K
3
+$584K
4
MU icon
Micron Technology
MU
+$219K
5
PNC icon
PNC Financial Services
PNC
+$218K

Sector Composition

1 Technology 33.45%
2 Healthcare 15.14%
3 Financials 13%
4 Consumer Discretionary 9.93%
5 Industrials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.19M 1.29%
10,874
+201
27
$5.14M 1.28%
18,989
+99
28
$4.98M 1.24%
43,878
+2,864
29
$4.86M 1.21%
24,044
-52
30
$4.75M 1.18%
28,620
+433
31
$4.6M 1.15%
26,566
+44
32
$4.56M 1.14%
16,394
+135
33
$4.33M 1.08%
8,363
+82
34
$4.24M 1.05%
8,555
+2,150
35
$3.97M 0.99%
32,760
+241
36
$3.92M 0.98%
22,948
-88
37
$3.7M 0.92%
21,320
+203
38
$3.58M 0.89%
13,875
-371
39
$3.42M 0.85%
32,932
-1,049
40
$3.24M 0.81%
28,376
+307
41
$3.02M 0.75%
27,644
+694
42
$2.71M 0.67%
5,236
+38
43
$2.6M 0.65%
12,590
+259
44
$2.54M 0.63%
6,096
+136
45
$2.35M 0.59%
17,373
+3,600
46
$2.34M 0.58%
32,496
-1,729
47
$2.3M 0.57%
7,543
+100
48
$2.26M 0.56%
18,999
+933
49
$2.06M 0.51%
4,214
+485
50
$2.02M 0.5%
3,204
+5
1
2
3 4 5