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
$465M
AUM Growth
+$200K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$2.56M
3
+$1.16M
4
TSM icon
TSMC
TSM
+$1.09M
5
CCI icon
Crown Castle
CCI
+$938K

Top Sells

1
+$5.96M
2
+$3.59M
3
+$1.44M
4
AAPL icon
Apple
AAPL
+$885K
5
JNJ icon
Johnson & Johnson
JNJ
+$790K

Sector Composition

1 Industrials 14.84%
2 Financials 14.29%
3 Consumer Staples 13.55%
4 Healthcare 12.55%
5 Technology 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.07M 0.66%
50,048
-2,066
52
$3.06M 0.66%
47,825
-2,390
53
$2.77M 0.6%
86,960
-5,575
54
$2.77M 0.59%
80,455
-6,714
55
$2.73M 0.59%
34,490
-635
56
$2.68M 0.58%
7,131
-1,446
57
$2.6M 0.56%
45,623
-1,240
58
$2.56M 0.55%
45,510
-1,965
59
$2.56M 0.55%
+34,740
60
$2.39M 0.51%
12,817
-700
61
$2.38M 0.51%
9,520
-35
62
$2.08M 0.45%
25,820
-340
63
$2.07M 0.45%
48,431
-6,585
64
$2.06M 0.44%
4,010
+2,250
65
$2.03M 0.44%
32,500
-7,857
66
$2.02M 0.43%
29,567
-3,453
67
$1.94M 0.42%
20,053
-530
68
$1.93M 0.42%
18,260
-150
69
$1.91M 0.41%
26,251
-10,658
70
$1.9M 0.41%
14,552
-745
71
$1.87M 0.4%
22,720
-2,830
72
$1.85M 0.4%
57,742
-2,650
73
$1.81M 0.39%
16,797
-2,762
74
$1.77M 0.38%
15,510
+685
75
$1.76M 0.38%
33,380
+400
1 2
3
4 5