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
$386M
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$49.1K
2
+$42.5K
3
+$37.5K
4
AMAT icon
Applied Materials
AMAT
+$35.4K
5
MDT icon
Medtronic
MDT
+$35.1K

Top Sells

1
+$21.9M
2
+$179K
3
+$132K
4
EL icon
Estee Lauder
EL
+$123K
5
INTC icon
Intel
INTC
+$94.6K

Sector Composition

1 Technology 21.64%
2 Financials 15.35%
3 Healthcare 15.02%
4 Consumer Discretionary 14.35%
5 Consumer Staples 11.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.54M 0.66%
23,000
-255
52
$2.42M 0.63%
44,735
-1,430
53
$2.32M 0.6%
9,615
54
$2.27M 0.59%
13,091
-64
55
$2.2M 0.57%
17,977
-130
56
$2.19M 0.57%
11,385
-25
57
$2.18M 0.56%
25,642
-120
58
$2.17M 0.56%
50,448
-121
59
$2.14M 0.55%
3,738
60
$2.13M 0.55%
17,228
-50
61
$2M 0.52%
33,740
-645
62
$1.94M 0.5%
5,411
63
$1.92M 0.5%
4,030
64
$1.92M 0.5%
3,149
65
$1.88M 0.49%
23,544
66
$1.79M 0.46%
10,788
-125
67
$1.74M 0.45%
4,095
+10
68
$1.72M 0.45%
5,075
69
$1.68M 0.43%
21,330
70
$1.59M 0.41%
14,707
+10
71
$1.54M 0.4%
7,385
72
$1.53M 0.4%
7,188
-620
73
$1.48M 0.38%
25,490
-50
74
$1.46M 0.38%
14,895
75
$1.44M 0.37%
3,805
+130
1 2
3
4 5