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
$341M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$1.92M
3
+$1.8M
4
PYPL icon
PayPal
PYPL
+$1.29M
5
AMZN icon
Amazon
AMZN
+$905K

Top Sells

1
+$5.25M
2
+$4.49M
3
+$4.19M
4
DEO icon
Diageo
DEO
+$3.81M
5
CB icon
Chubb
CB
+$3.69M

Sector Composition

1 Industrials 16.18%
2 Financials 14.67%
3 Healthcare 12.66%
4 Consumer Staples 11.49%
5 Technology 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.29M 0.67%
12,132
-685
52
$2.26M 0.66%
40,010
-5,500
53
$2.16M 0.63%
3,995
-15
54
$2.13M 0.62%
35,535
-10,088
55
$2.02M 0.59%
8,415
-1,105
56
$1.98M 0.58%
29,750
-2,750
57
$1.96M 0.57%
25,425
-4,142
58
$1.92M 0.56%
+29,965
59
$1.88M 0.55%
10,714
+740
60
$1.87M 0.55%
36,235
-27,675
61
$1.87M 0.55%
23,265
-2,555
62
$1.86M 0.54%
15,550
+40
63
$1.8M 0.53%
+17,015
64
$1.75M 0.51%
54,792
-2,950
65
$1.72M 0.5%
63,731
-60,023
66
$1.69M 0.49%
20,220
-600
67
$1.63M 0.48%
31,380
-2,000
68
$1.61M 0.47%
38,927
-2,925
69
$1.54M 0.45%
23,585
-2,666
70
$1.54M 0.45%
36,931
-11,500
71
$1.49M 0.44%
14,162
-2,635
72
$1.47M 0.43%
13,960
-950
73
$1.42M 0.42%
32,490
+17,640
74
$1.4M 0.41%
19,095
-3,625
75
$1.39M 0.41%
19,142
-3,774
1 2
3
4 5