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
$294M
AUM Growth
+$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$761K
3
+$706K
4
GS icon
Goldman Sachs
GS
+$558K
5
TDOC icon
Teladoc Health
TDOC
+$516K

Top Sells

1
+$2.4M
2
+$1.23M
3
+$965K
4
ELAN icon
Elanco Animal Health
ELAN
+$837K
5
PEP icon
PepsiCo
PEP
+$829K

Sector Composition

1 Technology 19.75%
2 Financials 14.81%
3 Healthcare 14.71%
4 Industrials 13.61%
5 Consumer Discretionary 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.95M 0.67%
+44,340
52
$1.93M 0.66%
74,400
+2,400
53
$1.91M 0.65%
18,915
-1,800
54
$1.77M 0.6%
14,210
-610
55
$1.77M 0.6%
31,955
-2,700
56
$1.77M 0.6%
27,520
+3,495
57
$1.72M 0.58%
24,593
-7,780
58
$1.7M 0.58%
10,425
+690
59
$1.68M 0.57%
22,587
+1,849
60
$1.66M 0.57%
41,850
+19,150
61
$1.63M 0.56%
3,245
-275
62
$1.56M 0.53%
10,601
-700
63
$1.56M 0.53%
10,143
+1,988
64
$1.54M 0.52%
8,715
-960
65
$1.52M 0.52%
24,975
-1,295
66
$1.46M 0.5%
11,385
-275
67
$1.46M 0.5%
8,855
-815
68
$1.43M 0.49%
5,392
-307
69
$1.39M 0.47%
22,936
-3,160
70
$1.38M 0.47%
14,610
-600
71
$1.33M 0.45%
23,959
-2,157
72
$1.33M 0.45%
225,600
-13,000
73
$1.3M 0.44%
13,069
-1,000
74
$1.3M 0.44%
6,840
-750
75
$1.3M 0.44%
22,305
-375
1 2
3
4 5