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
$403M
AUM Growth
+$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.03M
3
+$573K
4
SNPS icon
Synopsys
SNPS
+$531K
5
GEV icon
GE Vernova
GEV
+$457K

Top Sells

1
+$2.72M
2
+$2.01M
3
+$1.04M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$664K
5
MSFT icon
Microsoft
MSFT
+$572K

Sector Composition

1 Technology 34%
2 Financials 15.15%
3 Healthcare 13.1%
4 Consumer Discretionary 9.83%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.67M 1.16%
18,711
-278
27
$4.59M 1.14%
27,547
-126
28
$4.55M 1.13%
10,652
-222
29
$4.53M 1.12%
37,184
-325
30
$4.4M 1.09%
25,857
-709
31
$4.39M 1.09%
43,324
-554
32
$4.31M 1.07%
23,486
+538
33
$4.23M 1.05%
21,111
-209
34
$3.95M 0.98%
23,999
-45
35
$3.83M 0.95%
30,070
+2,426
36
$3.78M 0.94%
32,310
-450
37
$3.73M 0.93%
16,151
-243
38
$3.7M 0.92%
8,255
-108
39
$3.2M 0.79%
27,998
-378
40
$2.92M 0.72%
31,993
-939
41
$2.87M 0.71%
12,764
-1,111
42
$2.74M 0.68%
+2,649
43
$2.6M 0.65%
5,169
-67
44
$2.58M 0.64%
5,898
-198
45
$2.36M 0.59%
12,354
-236
46
$2.29M 0.57%
16,156
-1,217
47
$2.18M 0.54%
7,425
-118
48
$2.16M 0.54%
3,719
-495
49
$2.06M 0.51%
4,082
+1,050
50
$2.03M 0.5%
3,186
-18
1
2
3 4 5