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
$390M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$903K
3
+$655K
4
UNP icon
Union Pacific
UNP
+$570K
5
PH icon
Parker-Hannifin
PH
+$423K

Top Sells

1
+$19.5M
2
+$602K
3
+$598K
4
GLD icon
SPDR Gold Trust
GLD
+$573K
5
MRK icon
Merck
MRK
+$436K

Sector Composition

1 Technology 21.35%
2 Financials 15.52%
3 Healthcare 14.9%
4 Consumer Discretionary 14.44%
5 Consumer Staples 11.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.59M 0.66%
46,165
-10,671
52
$2.57M 0.66%
13,155
-420
53
$2.46M 0.63%
10,293
-65
54
$2.3M 0.59%
34,385
-4,092
55
$2.26M 0.58%
9,984
-375
56
$2.22M 0.57%
9,615
-145
57
$2.19M 0.56%
11,410
+130
58
$2.15M 0.55%
25,762
+90
59
$2.08M 0.53%
18,107
-50
60
$2.07M 0.53%
17,278
61
$1.98M 0.51%
50,569
-1,500
62
$1.96M 0.5%
10,913
+135
63
$1.92M 0.49%
5,411
-873
64
$1.9M 0.49%
7,808
-2,470
65
$1.89M 0.48%
3,738
66
$1.88M 0.48%
4,030
-600
67
$1.76M 0.45%
5,075
68
$1.68M 0.43%
4,085
+70
69
$1.66M 0.43%
3,149
-25
70
$1.66M 0.42%
14,697
-215
71
$1.59M 0.41%
25,540
-92
72
$1.56M 0.4%
21,330
73
$1.52M 0.39%
14,895
-200
74
$1.52M 0.39%
7,385
+30
75
$1.46M 0.37%
23,544
1 2
3
4 5