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
$311M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$747K
3
+$726K
4
ZTS icon
Zoetis
ZTS
+$544K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$312K

Top Sells

1
+$638K
2
+$606K
3
+$578K
4
PFE icon
Pfizer
PFE
+$475K
5
CMI icon
Cummins
CMI
+$385K

Sector Composition

1 Technology 26.68%
2 Healthcare 16.14%
3 Financials 13.13%
4 Consumer Staples 12.41%
5 Industrials 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.63%
17,785
+105
52
$1.79M 0.58%
9,767
-33
53
$1.55M 0.5%
11,462
-1,948
54
$1.52M 0.49%
2,205
-5
55
$1.5M 0.48%
20,522
+1,082
56
$1.47M 0.47%
19,870
-120
57
$1.46M 0.47%
12,983
-765
58
$1.42M 0.46%
13,245
-1,200
59
$1.38M 0.44%
2,603
+112
60
$1.37M 0.44%
3,685
-505
61
$1.35M 0.43%
1,862
-20
62
$1.34M 0.43%
14,425
+863
63
$1.27M 0.41%
19,684
-650
64
$1.22M 0.39%
5,415
-621
65
$1.22M 0.39%
14,690
+9,000
66
$1.18M 0.38%
4,475
+160
67
$1.16M 0.37%
2,962
+18
68
$1.14M 0.37%
16,469
-2,903
69
$1.11M 0.36%
9,500
-10
70
$1.1M 0.35%
28,780
-255
71
$1.08M 0.35%
9,479
-765
72
$1.06M 0.34%
8,745
-60
73
$1.04M 0.33%
11,471
-4,128
74
$948K 0.31%
9,568
-17
75
$947K 0.3%
3,160
-40
1 2
3
4 5