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
$261M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$791K
2
+$335K
3
+$291K
4
NVO icon
Novo Nordisk
NVO
+$281K
5
DE icon
Deere & Co
DE
+$154K

Top Sells

1
+$962K
2
+$284K
3
+$259K
4
GLD icon
SPDR Gold Trust
GLD
+$242K
5
ECL icon
Ecolab
ECL
+$241K

Sector Composition

1 Technology 21.85%
2 Healthcare 17.92%
3 Consumer Staples 13.6%
4 Financials 13.12%
5 Consumer Discretionary 11.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.62M 0.62%
17,168
-135
52
$1.58M 0.61%
20,160
53
$1.57M 0.6%
5,135
-50
54
$1.53M 0.59%
9,895
-55
55
$1.52M 0.58%
21,409
-165
56
$1.52M 0.58%
17,684
-11,180
57
$1.51M 0.58%
10,416
-50
58
$1.44M 0.55%
4,302
+460
59
$1.41M 0.54%
5,261
-5
60
$1.34M 0.51%
51,994
-1,235
61
$1.26M 0.48%
2,491
62
$1.26M 0.48%
18,370
63
$1.25M 0.48%
32,935
-825
64
$1.23M 0.47%
14,038
-265
65
$1.22M 0.47%
2,210
66
$1.2M 0.46%
14,470
67
$1.12M 0.43%
20,370
-60
68
$1.03M 0.39%
6,771
-1,208
69
$1.01M 0.39%
9,335
-290
70
$985K 0.38%
4,419
-15
71
$954K 0.37%
4,690
72
$953K 0.36%
6,626
-1,646
73
$940K 0.36%
7,322
-655
74
$870K 0.33%
3,629
75
$863K 0.33%
10,245
-300
1 2
3
4 5