CAM

Cypress Asset Management Portfolio holdings

AUM $415M
1-Year Est. Return 18.54%
This Quarter Est. Return
1 Year Est. Return
+18.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
-$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$1.96M
3
+$710K
4
AMZN icon
Amazon
AMZN
+$655K
5
XLNX
Xilinx Inc
XLNX
+$646K

Top Sells

1
+$3.72M
2
+$1.96M
3
+$1.08M
4
RTX icon
RTX Corp
RTX
+$788K
5
CVX icon
Chevron
CVX
+$719K

Sector Composition

1 Technology 17.04%
2 Industrials 14.54%
3 Financials 14.45%
4 Healthcare 14.39%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.98M 0.68%
8,125
+845
52
$1.96M 0.67%
+57,630
53
$1.83M 0.63%
10,095
-883
54
$1.78M 0.61%
52,756
+1,346
55
$1.76M 0.6%
34,580
+175
56
$1.75M 0.6%
32,380
57
$1.69M 0.58%
3,595
-125
58
$1.67M 0.57%
11,520
-84
59
$1.64M 0.56%
72,150
+400
60
$1.62M 0.55%
14,785
-275
61
$1.52M 0.52%
16,235
-1,285
62
$1.52M 0.52%
18,143
-2,248
63
$1.49M 0.51%
9,820
+645
64
$1.45M 0.49%
15,835
-1,697
65
$1.4M 0.48%
5,699
-26
66
$1.39M 0.47%
27,100
+13,860
67
$1.38M 0.47%
6,985
+170
68
$1.37M 0.47%
26,176
-7,188
69
$1.33M 0.46%
11,610
+2,195
70
$1.26M 0.43%
13,650
71
$1.25M 0.43%
14,324
-1,021
72
$1.23M 0.42%
4,196
-99
73
$1.21M 0.41%
6,606
-125
74
$1.2M 0.41%
19,800
-75
75
$1.19M 0.41%
26,545
-155
1 2
3
4 5