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
$455M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.28M
3
+$1.09M
4
META icon
Meta Platforms (Facebook)
META
+$873K
5
NFLX icon
Netflix
NFLX
+$751K

Top Sells

1
+$1.94M
2
+$1.74M
3
+$738K
4
KO icon
Coca-Cola
KO
+$478K
5
PEP icon
PepsiCo
PEP
+$462K

Sector Composition

1 Technology 36.01%
2 Financials 15.83%
3 Healthcare 11.67%
4 Industrials 10.67%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
51
Chevron
CVX
$368B
$1.99M 0.44%
13,068
+57
YUM icon
52
Yum! Brands
YUM
$44B
$1.94M 0.43%
12,838
-168
MRK icon
53
Merck
MRK
$297B
$1.81M 0.4%
17,210
-42
CL icon
54
Colgate-Palmolive
CL
$76.4B
$1.76M 0.39%
22,226
-1,123
PWR icon
55
Quanta Services
PWR
$85B
$1.68M 0.37%
3,990
-10
POWL icon
56
Powell Industries
POWL
$6.23B
$1.66M 0.37%
5,220
+3
TMO icon
57
Thermo Fisher Scientific
TMO
$193B
$1.65M 0.36%
2,852
RSP icon
58
Invesco S&P 500 Equal Weight ETF
RSP
$89.5B
$1.64M 0.36%
8,540
-25
MDT icon
59
Medtronic
MDT
$123B
$1.6M 0.35%
16,657
-224
SPY icon
60
State Street SPDR S&P 500 ETF Trust
SPY
$694B
$1.54M 0.34%
2,264
-19
CAT icon
61
Caterpillar
CAT
$341B
$1.5M 0.33%
2,622
-10
XLI icon
62
State Street Industrial Select Sector SPDR ETF
XLI
$31.6B
$1.4M 0.31%
9,034
AMGN icon
63
Amgen
AMGN
$204B
$1.31M 0.29%
4,016
+100
XYL icon
64
Xylem
XYL
$31.5B
$1.23M 0.27%
9,025
-90
UNH icon
65
UnitedHealth
UNH
$264B
$1.21M 0.27%
3,654
-5,129
APH icon
66
Amphenol
APH
$163B
$1.15M 0.25%
8,489
+920
HUBB icon
67
Hubbell
HUBB
$26.1B
$1.14M 0.25%
2,560
+207
IHI icon
68
iShares US Medical Devices ETF
IHI
$3.55B
$1.1M 0.24%
17,710
CMI icon
69
Cummins
CMI
$79.3B
$1.07M 0.24%
2,097
TT icon
70
Trane Technologies
TT
$98.5B
$1.02M 0.22%
2,625
BAC icon
71
Bank of America
BAC
$363B
$1.02M 0.22%
18,492
BDX icon
72
Becton Dickinson
BDX
$48.8B
$1M 0.22%
5,155
-82
ABBV icon
73
AbbVie
ABBV
$418B
$951K 0.21%
4,160
-5
NVS icon
74
Novartis
NVS
$315B
$942K 0.21%
6,835
-40
WM icon
75
Waste Management
WM
$98.4B
$942K 0.21%
4,288
-10
1 2
3
4 5