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
$289M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$528K
2
+$487K
3
+$367K
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$263K
5
SWKS icon
Skyworks Solutions
SWKS
+$250K

Top Sells

1
+$717K
2
+$537K
3
+$303K
4
D icon
Dominion Energy
D
+$289K
5
ADI icon
Analog Devices
ADI
+$284K

Sector Composition

1 Technology 23.97%
2 Healthcare 16.16%
3 Financials 13.38%
4 Consumer Staples 13.28%
5 Industrials 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.76M 0.61%
18,940
-575
52
$1.72M 0.59%
4,986
-85
53
$1.58M 0.55%
38,748
-3,929
54
$1.56M 0.54%
15,599
-87
55
$1.54M 0.53%
19,990
-60
56
$1.48M 0.51%
2,210
57
$1.46M 0.51%
14,445
58
$1.44M 0.5%
19,372
-745
59
$1.44M 0.5%
13,748
-200
60
$1.44M 0.5%
2,491
61
$1.41M 0.49%
20,334
-725
62
$1.37M 0.47%
10,244
-20
63
$1.36M 0.47%
19,440
-395
64
$1.34M 0.46%
4,190
-396
65
$1.28M 0.44%
1,882
-25
66
$1.25M 0.43%
6,036
-100
67
$1.22M 0.42%
16,080
-916
68
$1.18M 0.41%
13,562
+2,427
69
$1.13M 0.39%
29,035
-700
70
$1.09M 0.38%
9,510
+1,230
71
$1.07M 0.37%
4,315
+21
72
$1.04M 0.36%
4,367
+72
73
$1.04M 0.36%
8,805
74
$1.03M 0.35%
6,478
-660
75
$1.01M 0.35%
15,770
-100
1 2
3
4 5