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
$268M
AUM Growth
-$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.53M
3
+$1.32M
4
WDAY icon
Workday
WDAY
+$1.18M
5
ELAN icon
Elanco Animal Health
ELAN
+$972K

Top Sells

1
+$1.52M
2
+$1.52M
3
+$1.43M
4
MCO icon
Moody's
MCO
+$1.41M
5
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$1.38M

Sector Composition

1 Industrials 14.7%
2 Technology 14.53%
3 Healthcare 14.24%
4 Financials 14%
5 Consumer Staples 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.75M 0.66%
13,585
-2,240
52
$1.75M 0.65%
48,302
-15,366
53
$1.69M 0.63%
32,380
-300
54
$1.64M 0.61%
26,385
-7,015
55
$1.62M 0.6%
19,007
-550
56
$1.61M 0.6%
4,089
-940
57
$1.57M 0.59%
23,045
-500
58
$1.55M 0.58%
8,700
+5,240
59
$1.5M 0.56%
17,545
-250
60
$1.45M 0.54%
21,744
-2,300
61
$1.43M 0.54%
30,280
-2,400
62
$1.42M 0.53%
34,498
-26,762
63
$1.37M 0.51%
14,935
-5,261
64
$1.37M 0.51%
17,783
-298
65
$1.31M 0.49%
8,100
+40
66
$1.31M 0.49%
7,525
-2,780
67
$1.26M 0.47%
5,725
-128
68
$1.24M 0.46%
18,958
+1,563
69
$1.24M 0.46%
23,835
-1,715
70
$1.21M 0.45%
13,910
-1,182
71
$1.13M 0.42%
4,525
+1,365
72
$1.12M 0.42%
8,165
-355
73
$1.07M 0.4%
19,950
-4,350
74
$1.03M 0.39%
15,371
-223
75
$1.02M 0.38%
13,800
-1,535
1 2
3
4 5