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
$232M
AUM Growth
-$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$1.03M
3
+$949K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$709K
5
UNH icon
UnitedHealth
UNH
+$444K

Top Sells

1
+$6.29M
2
+$4.55M
3
+$2.37M
4
HON icon
Honeywell
HON
+$1.96M
5
FDX icon
FedEx
FDX
+$957K

Sector Composition

1 Technology 21.8%
2 Healthcare 17.25%
3 Financials 13.63%
4 Consumer Discretionary 11.88%
5 Consumer Staples 11.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.63M 0.7%
29,180
+1,660
52
$1.61M 0.69%
42,840
-1,500
53
$1.59M 0.69%
241,440
+15,840
54
$1.58M 0.68%
11,000
+575
55
$1.49M 0.64%
25,041
+2,454
56
$1.48M 0.64%
33,520
+1,565
57
$1.44M 0.62%
3,270
+25
58
$1.34M 0.58%
10,314
+1,459
59
$1.3M 0.56%
18,945
+30
60
$1.28M 0.55%
21,256
-1,680
61
$1.25M 0.54%
5,597
+205
62
$1.22M 0.53%
14,825
+215
63
$1.18M 0.51%
11,795
+410
64
$1.13M 0.49%
24,650
-325
65
$1.11M 0.48%
17,063
+700
66
$1.08M 0.47%
8,185
-530
67
$1.08M 0.47%
6,955
+795
68
$1.07M 0.46%
3,760
69
$1.06M 0.46%
9,307
-1,294
70
$1.04M 0.45%
21,805
-500
71
$1.01M 0.44%
7,047
+137
72
$998K 0.43%
19,925
+1,575
73
$988K 0.43%
6,895
+55
74
$953K 0.41%
19,525
+625
75
$949K 0.41%
+10,163
1 2
3
4 5