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
$300M
AUM Growth
+$68.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.61M
3
+$1.51M
4
SBUX icon
Starbucks
SBUX
+$1.47M
5
SNY icon
Sanofi
SNY
+$1.4M

Top Sells

1
+$2.73M
2
+$1.19M
3
+$810K
4
MSFT icon
Microsoft
MSFT
+$511K
5
HON icon
Honeywell
HON
+$488K

Sector Composition

1 Technology 22.58%
2 Healthcare 16.18%
3 Financials 13.25%
4 Consumer Discretionary 13.24%
5 Consumer Staples 11.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.03M 0.68%
10,830
-170
52
$1.97M 0.66%
44,730
+1,890
53
$1.95M 0.65%
33,237
+4,057
54
$1.89M 0.63%
10,074
-240
55
$1.82M 0.61%
9,855
-315
56
$1.81M 0.6%
27,897
+2,856
57
$1.79M 0.6%
57,626
+442
58
$1.73M 0.57%
3,170
-100
59
$1.69M 0.56%
12,991
+3,684
60
$1.63M 0.54%
18,760
-185
61
$1.48M 0.49%
33,220
-300
62
$1.47M 0.49%
+20,025
63
$1.43M 0.48%
11,260
-535
64
$1.41M 0.47%
14,308
+4,553
65
$1.4M 0.47%
+27,455
66
$1.39M 0.46%
22,955
-1,695
67
$1.39M 0.46%
5,945
+348
68
$1.38M 0.46%
+30,240
69
$1.35M 0.45%
3,740
-20
70
$1.34M 0.45%
7,040
+85
71
$1.29M 0.43%
11,615
+1,452
72
$1.29M 0.43%
14,765
-60
73
$1.29M 0.43%
6,627
-420
74
$1.22M 0.41%
20,280
-976
75
$1.2M 0.4%
21,105
-700
1 2
3
4 5