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
$420M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$677K
3
+$310K
4
LRCX icon
Lam Research
LRCX
+$234K
5
AMZN icon
Amazon
AMZN
+$227K

Top Sells

1
+$22.4M
2
+$773K
3
+$515K
4
AMGN icon
Amgen
AMGN
+$504K
5
BABA icon
Alibaba
BABA
+$496K

Sector Composition

1 Technology 23.55%
2 Healthcare 14.81%
3 Consumer Discretionary 14%
4 Financials 13.65%
5 Consumer Staples 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.72M 0.65%
13,036
-55
52
$2.69M 0.64%
9,833
-385
53
$2.63M 0.63%
25,536
-106
54
$2.58M 0.61%
22,071
-929
55
$2.48M 0.59%
17,887
-90
56
$2.48M 0.59%
6,483
+2,678
57
$2.46M 0.59%
3,688
-50
58
$2.44M 0.58%
9,100
-515
59
$2.25M 0.54%
3,996
-34
60
$2.15M 0.51%
23,226
-318
61
$2.15M 0.51%
5,396
-15
62
$2.1M 0.5%
11,125
-260
63
$2.06M 0.49%
39,555
-5,180
64
$2.02M 0.48%
16,818
-410
65
$2M 0.48%
14,741
+34
66
$1.95M 0.46%
3,238
+89
67
$1.93M 0.46%
4,094
-1
68
$1.91M 0.45%
20,470
-860
69
$1.77M 0.42%
10,182
-606
70
$1.71M 0.41%
7,287
-98
71
$1.71M 0.41%
5,070
-5
72
$1.65M 0.39%
24,870
-620
73
$1.59M 0.38%
25,479
-8,261
74
$1.53M 0.36%
14,470
-425
75
$1.51M 0.36%
12,876
-454
1 2
3
4 5