CAM

Cypress Asset Management Portfolio holdings

AUM $440M
1-Year Est. Return 22.19%
This Quarter Est. Return
1 Year Est. Return
+22.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$373M
AUM Growth
-$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$974K
3
+$882K
4
META icon
Meta Platforms (Facebook)
META
+$836K
5
HUBB icon
Hubbell
HUBB
+$787K

Top Sells

1
+$2.41M
2
+$1.8M
3
+$1.2M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$842K
5
CL icon
Colgate-Palmolive
CL
+$753K

Sector Composition

1 Technology 30.7%
2 Financials 16.82%
3 Healthcare 13.86%
4 Industrials 10.24%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.34M 1.16%
25,456
-401
27
$4.22M 1.13%
18,086
-625
28
$4.2M 1.13%
27,190
-519
29
$4.2M 1.12%
31,701
-609
30
$4.08M 1.09%
9,131
-847
31
$4.07M 1.09%
23,870
+384
32
$3.7M 0.99%
27,909
-89
33
$3.5M 0.94%
31,883
+1,813
34
$3.46M 0.93%
20,870
-241
35
$3.4M 0.91%
23,425
-574
36
$3.39M 0.91%
32,960
-4,224
37
$3.25M 0.87%
15,868
-283
38
$3.11M 0.83%
8,096
-159
39
$2.75M 0.74%
5,869
-29
40
$2.64M 0.71%
5,194
+25
41
$2.44M 0.65%
2,578
-71
42
$2.24M 0.6%
23,959
-8,034
43
$2.23M 0.6%
7,150
-275
44
$2.22M 0.59%
12,334
-20
45
$2.2M 0.59%
18,520
+3,198
46
$2.2M 0.59%
13,123
+40
47
$2.08M 0.56%
13,202
-451
48
$2.06M 0.55%
7,571
+6,316
49
$1.92M 0.51%
4,087
+368
50
$1.86M 0.5%
4,337
+255
1
2
3 4 5