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
$289M
AUM Growth
-$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$729K
2
+$484K
3
+$482K
4
AVGO icon
Broadcom
AVGO
+$482K
5
IFF icon
International Flavors & Fragrances
IFF
+$356K

Top Sells

1
+$547K
2
+$458K
3
+$413K
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$403K
5
HD icon
Home Depot
HD
+$388K

Sector Composition

1 Technology 17.89%
2 Financials 14.32%
3 Industrials 14.23%
4 Healthcare 14.1%
5 Consumer Staples 11.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.91M 0.66%
56,100
-1,530
52
$1.89M 0.65%
34,655
+75
53
$1.84M 0.64%
14,820
+35
54
$1.82M 0.63%
8,390
+265
55
$1.77M 0.61%
9,675
-420
56
$1.64M 0.57%
9,670
-535
57
$1.57M 0.55%
7,590
+605
58
$1.57M 0.54%
3,520
-75
59
$1.55M 0.54%
11,301
-219
60
$1.52M 0.53%
26,096
-1,004
61
$1.51M 0.52%
11,660
+50
62
$1.45M 0.5%
9,735
-85
63
$1.41M 0.49%
5,699
64
$1.38M 0.48%
17,273
-870
65
$1.35M 0.47%
72,000
-150
66
$1.32M 0.46%
49,849
-2,907
67
$1.32M 0.46%
15,210
-625
68
$1.31M 0.45%
26,270
-275
69
$1.31M 0.45%
20,738
+2,295
70
$1.25M 0.43%
14,069
-255
71
$1.24M 0.43%
8,155
+705
72
$1.24M 0.43%
6,206
-400
73
$1.23M 0.43%
13,910
-2,325
74
$1.22M 0.42%
24,025
-1,175
75
$1.21M 0.42%
13,460
-190
1 2
3
4 5