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
$359M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$2.09M
3
+$1.19M
4
UL icon
Unilever
UL
+$1.16M
5
AMZN icon
Amazon
AMZN
+$743K

Top Sells

1
+$1.35M
2
+$1.19M
3
+$681K
4
RTX icon
RTX Corp
RTX
+$627K
5
PNC icon
PNC Financial Services
PNC
+$622K

Sector Composition

1 Technology 20.26%
2 Healthcare 15.86%
3 Consumer Discretionary 14.55%
4 Financials 14.05%
5 Consumer Staples 12.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.28M 0.64%
3,161
-5
52
$2.27M 0.63%
20,854
-200
53
$2.22M 0.62%
13,937
-93
54
$2.22M 0.62%
10,987
+535
55
$2.09M 0.58%
+7,915
56
$2.08M 0.58%
9,710
-45
57
$2.01M 0.56%
5,250
+95
58
$2.01M 0.56%
23,291
+75
59
$1.99M 0.55%
18,330
-75
60
$1.97M 0.55%
53,608
-3,269
61
$1.97M 0.55%
6,284
+34
62
$1.86M 0.52%
38,203
-1,375
63
$1.85M 0.52%
11,280
-25
64
$1.8M 0.5%
3,334
-45
65
$1.8M 0.5%
3,866
+17
66
$1.79M 0.5%
26,167
-2,625
67
$1.76M 0.49%
17,278
+330
68
$1.64M 0.46%
21,280
+1,860
69
$1.61M 0.45%
15,047
+394
70
$1.53M 0.43%
7,075
+640
71
$1.52M 0.42%
26,031
-260
72
$1.49M 0.42%
4,545
+150
73
$1.44M 0.4%
5,889
-71
74
$1.42M 0.4%
7,120
+190
75
$1.41M 0.39%
5,175
+220
1 2
3
4 5