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
$320M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.31M
3
+$1.29M
4
GLD icon
SPDR Gold Trust
GLD
+$1.19M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.11M

Top Sells

1
+$17.7M
2
+$4.04M
3
+$3.49M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.09M
5
NOW icon
ServiceNow
NOW
+$2.98M

Sector Composition

1 Technology 20.14%
2 Healthcare 16.94%
3 Consumer Discretionary 14.73%
4 Financials 13.75%
5 Consumer Staples 12.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.19M 0.68%
5,155
+4,020
52
$2.15M 0.67%
43,653
+10,433
53
$2.14M 0.67%
9,755
-100
54
$2.08M 0.65%
24,209
+4,184
55
$1.99M 0.62%
39,578
+12,123
56
$1.98M 0.62%
56,877
-749
57
$1.78M 0.56%
3,166
-4
58
$1.74M 0.54%
6,250
-11,115
59
$1.71M 0.53%
21,054
-51
60
$1.7M 0.53%
3,849
+109
61
$1.69M 0.53%
33,790
+3,550
62
$1.68M 0.52%
28,792
+895
63
$1.68M 0.52%
18,405
-355
64
$1.61M 0.5%
11,305
+45
65
$1.58M 0.49%
4,395
+3,630
66
$1.54M 0.48%
21,403
-3,612
67
$1.52M 0.47%
6,930
-110
68
$1.51M 0.47%
26,291
+3,066
69
$1.43M 0.45%
16,948
-65
70
$1.38M 0.43%
23,216
+261
71
$1.35M 0.42%
5,960
+15
72
$1.35M 0.42%
33,180
-20,289
73
$1.35M 0.42%
19,420
-860
74
$1.3M 0.41%
4,955
+270
75
$1.29M 0.4%
+6,435
1 2
3
4 5