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
$294M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.27M
3
+$1.02M
4
CRM icon
Salesforce
CRM
+$974K
5
ELAN icon
Elanco Animal Health
ELAN
+$660K

Top Sells

1
+$1.11M
2
+$992K
3
+$868K
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$859K
5
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$849K

Sector Composition

1 Technology 15.51%
2 Industrials 15.22%
3 Healthcare 14.54%
4 Financials 13.73%
5 Consumer Staples 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.92M 0.65%
21,125
-155
52
$1.91M 0.65%
32,380
53
$1.86M 0.63%
10,978
-767
54
$1.8M 0.61%
7,280
+5,120
55
$1.76M 0.6%
17,495
-50
56
$1.7M 0.58%
17,520
-3,125
57
$1.66M 0.56%
33,364
-14,938
58
$1.65M 0.56%
51,410
+20,585
59
$1.61M 0.55%
34,405
+4,125
60
$1.61M 0.55%
20,391
-1,353
61
$1.61M 0.55%
11,480
-2,105
62
$1.59M 0.54%
3,720
-369
63
$1.57M 0.53%
15,060
+125
64
$1.55M 0.53%
3,060
65
$1.54M 0.53%
26,540
-14,590
66
$1.51M 0.51%
17,532
-251
67
$1.45M 0.49%
9,175
+6,150
68
$1.43M 0.49%
22,595
-450
69
$1.42M 0.48%
71,750
+750
70
$1.4M 0.47%
5,725
71
$1.31M 0.45%
7,250
-850
72
$1.26M 0.43%
15,345
-26
73
$1.22M 0.42%
13,650
-150
74
$1.21M 0.41%
4,295
-230
75
$1.2M 0.41%
6,815
+865
1 2
3
4 5