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
$299M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.51M
3
+$1.16M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.1M
5
HUM icon
Humana
HUM
+$871K

Top Sells

1
+$2.43M
2
+$1.14M
3
+$653K
4
ABBV icon
AbbVie
ABBV
+$560K
5
PYPL icon
PayPal
PYPL
+$495K

Sector Composition

1 Technology 27.64%
2 Healthcare 16.62%
3 Financials 12.89%
4 Consumer Staples 11.97%
5 Consumer Discretionary 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.65M 0.55%
23,960
+3,438
52
$1.62M 0.54%
10,187
+420
53
$1.52M 0.51%
16,760
+2,070
54
$1.5M 0.5%
4,200
+515
55
$1.46M 0.49%
14,445
+1,200
56
$1.43M 0.48%
2,205
57
$1.37M 0.46%
14,145
-280
58
$1.35M 0.45%
2,298
+436
59
$1.34M 0.45%
2,643
+40
60
$1.2M 0.4%
5,590
+175
61
$1.16M 0.39%
20,069
+385
62
$1.16M 0.39%
4,500
+25
63
$1.15M 0.39%
2,962
64
$1.15M 0.38%
7,705
-3,757
65
$1.12M 0.37%
19,540
-330
66
$1.05M 0.35%
11,556
-1,427
67
$1.03M 0.34%
2,242
+1,592
68
$1.01M 0.34%
9,815
+315
69
$998K 0.33%
3,737
+25
70
$947K 0.32%
8,745
71
$907K 0.3%
3,200
+40
72
$881K 0.29%
9,648
+80
73
$871K 0.29%
+1,790
74
$859K 0.29%
9,339
-140
75
$858K 0.29%
8,423
+295
1 2
3
4 5