CAM
Cypress Asset Management Portfolio holdings
AUM
$440M
1-Year Est. Return
22.19%
1 Year Est. Return
+22.19%
AUM
$415M
AUM Growth
+$42M
(+11%)
Holding
112
Top Buys
| 1 | +$2.43M | |
| 2 | +$962K | |
| 3 | +$598K | |
| 4 |
GE Vernova
GEV
|
+$577K |
| 5 |
Costco
COST
|
+$476K |
Top Sells
| 1 | +$3.76M | |
| 2 | +$1.51M | |
| 3 | +$599K | |
| 4 |
Constellation Brands
STZ
|
+$540K |
| 5 |
Apple
AAPL
|
+$251K |
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
RTX Corp
RTX
$235B
| $4.64M | 1.12% |
31,793
+92
|
|
||
27
Advanced Micro Devices
AMD
$402B
| $4.64M | 1.12% |
32,679
-281
|
|
||
28
Zoetis
ZTS
$53.2B
| $4.62M | 1.11% |
29,610
+515
|
|
||
29
Applied Materials
AMAT
$180B
| $4.39M | 1.06% |
23,976
+551
|
|
||
30
Emerson Electric
EMR
$71.7B
| $4.26M | 1.03% |
31,983
+100
|
|
||
31
Lockheed Martin
LMT
$108B
| $4.13M | 1% |
8,927
-204
|
|
||
32
Procter & Gamble
PG
$345B
| $4.04M | 0.97% |
25,351
-105
|
|
||
33
Lowe's Companies
LOW
$128B
| $3.87M | 0.93% |
17,431
-655
|
|
||
34
Abbott
ABT
$227B
| $3.78M | 0.91% |
27,809
-100
|
|
||
35
UnitedHealth
UNH
$292B
| $3.14M | 0.76% |
10,054
-42
|
|
||
36
Adobe
ADBE
$139B
| $3.09M | 0.74% |
7,995
-101
|
|
||
37
Eaton
ETN
$137B
| $3.07M | 0.74% |
8,593
+1,022
|
|
||
38
Danaher
DHR
$156B
| $2.99M | 0.72% |
15,152
-716
|
|
||
39
Deere & Co
DE
$129B
| $2.98M | 0.72% |
5,869
|
|
||
40
S&P Global
SPGI
$150B
| $2.78M | 0.67% |
5,267
+73
|
|
||
41
Blackrock
BLK
$164B
| $2.7M | 0.65% |
2,578
|
|
||
42
Texas Instruments
TXN
$145B
| $2.61M | 0.63% |
12,575
+241
|
|
||
43
Synopsys
SNPS
$72.4B
| $2.49M | 0.6% |
4,856
+519
|
|
||
44
Invesco QQQ Trust
QQQ
$387B
| $2.26M | 0.54% |
4,102
+15
|
|
||
45
Colgate-Palmolive
CL
$62.9B
| $2.15M | 0.52% |
23,609
-350
|
|
||
46
Parker-Hannifin
PH
$105B
| $2.09M | 0.5% |
2,996
|
|
||
47
McDonald's
MCD
$219B
| $2.09M | 0.5% |
7,150
|
|
||
48
Exxon Mobil
XOM
$503B
| $2M | 0.48% |
18,520
|
|
||
49
Yum! Brands
YUM
$41.4B
| $1.96M | 0.47% |
13,202
|
|
||
50
Chevron
CVX
$315B
| $1.88M | 0.45% |
13,123
|
|