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
$361M
AUM Growth
+$2.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$788K
3
+$708K
4
UNP icon
Union Pacific
UNP
+$616K
5
BAC icon
Bank of America
BAC
+$437K

Top Sells

1
+$878K
2
+$831K
3
+$590K
4
VAR
Varian Medical Systems, Inc.
VAR
+$477K
5
K
Kellanova
K
+$370K

Sector Composition

1 Technology 20.61%
2 Healthcare 15.49%
3 Financials 14.91%
4 Consumer Discretionary 14.66%
5 Consumer Staples 11.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.44M 0.68%
44,340
-300
52
$2.43M 0.67%
38,477
-5,535
53
$2.35M 0.65%
10,359
+11
54
$2.34M 0.65%
13,575
-362
55
$2.32M 0.64%
10,939
-30
56
$2.31M 0.64%
3,066
-95
57
$2.19M 0.61%
9,760
+50
58
$2.13M 0.59%
11,280
59
$2.08M 0.58%
10,778
-209
60
$2M 0.56%
6,284
61
$1.96M 0.54%
18,157
-173
62
$1.93M 0.54%
25,672
-495
63
$1.89M 0.52%
52,069
-1,539
64
$1.82M 0.5%
17,278
65
$1.71M 0.47%
3,738
-128
66
$1.7M 0.47%
4,630
-620
67
$1.66M 0.46%
31,740
-1,600
68
$1.61M 0.45%
14,912
-135
69
$1.61M 0.45%
21,330
+50
70
$1.57M 0.44%
7,355
+280
71
$1.5M 0.42%
25,632
-399
72
$1.5M 0.41%
5,075
-100
73
$1.49M 0.41%
15,095
-35
74
$1.42M 0.39%
4,015
-530
75
$1.41M 0.39%
13,420
+75
1 2
3
4 5