CAM

Cypress Asset Management Portfolio holdings

AUM $455M
1-Year Est. Return 26.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$415M
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$806K
3
+$478K
4
AVGO icon
Broadcom
AVGO
+$471K
5
GEV icon
GE Vernova
GEV
+$454K

Top Sells

1
+$3.49M
2
+$1.41M
3
+$608K
4
STZ icon
Constellation Brands
STZ
+$540K
5
AAPL icon
Apple
AAPL
+$247K

Sector Composition

1 Technology 34.75%
2 Financials 16.27%
3 Healthcare 11.42%
4 Consumer Discretionary 10.78%
5 Industrials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.64M 1.12%
31,793
+92
27
$4.64M 1.12%
32,679
-281
28
$4.62M 1.11%
29,610
+515
29
$4.39M 1.06%
23,976
+551
30
$4.26M 1.03%
31,983
+100
31
$4.13M 1%
8,927
-204
32
$4.04M 0.97%
25,351
-105
33
$3.87M 0.93%
17,431
-655
34
$3.78M 0.91%
27,809
-100
35
$3.14M 0.76%
10,054
-42
36
$3.09M 0.74%
7,995
-101
37
$3.07M 0.74%
8,593
+1,022
38
$2.99M 0.72%
15,152
-716
39
$2.98M 0.72%
5,869
40
$2.78M 0.67%
5,267
+73
41
$2.7M 0.65%
2,578
42
$2.61M 0.63%
12,575
+241
43
$2.49M 0.6%
4,856
+519
44
$2.26M 0.54%
4,102
+15
45
$2.15M 0.52%
23,609
-350
46
$2.09M 0.5%
2,996
47
$2.09M 0.5%
7,150
48
$2M 0.48%
18,520
49
$1.96M 0.47%
13,202
50
$1.88M 0.45%
13,123
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