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
$332M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$729K
2
+$674K
3
+$347K
4
ZTS icon
Zoetis
ZTS
+$252K
5
MSFT icon
Microsoft
MSFT
+$224K

Top Sells

1
+$1.16M
2
+$518K
3
+$439K
4
DIS icon
Walt Disney
DIS
+$387K
5
RTX icon
RTX Corp
RTX
+$297K

Sector Composition

1 Technology 29.81%
2 Healthcare 15.63%
3 Financials 13.01%
4 Consumer Staples 11.15%
5 Consumer Discretionary 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.54%
2,201
-4
52
$1.73M 0.52%
2,290
-8
53
$1.73M 0.52%
10,155
-32
54
$1.72M 0.52%
23,738
-222
55
$1.71M 0.52%
20,816
-2,363
56
$1.71M 0.52%
4,187
-13
57
$1.64M 0.49%
14,423
-22
58
$1.55M 0.47%
3,382
+1,592
59
$1.54M 0.46%
5,583
-7
60
$1.4M 0.42%
2,632
-11
61
$1.38M 0.41%
14,145
62
$1.36M 0.41%
2,946
-16
63
$1.26M 0.38%
11,046
-510
64
$1.16M 0.35%
2,253
+11
65
$1.13M 0.34%
22,485
+600
66
$1.1M 0.33%
18,068
-1,472
67
$1.09M 0.33%
8,713
-32
68
$1.09M 0.33%
4,485
-15
69
$1.08M 0.33%
6,975
-730
70
$1.07M 0.32%
3,722
-15
71
$1.06M 0.32%
8,349
-1,466
72
$1.01M 0.3%
8,780
-559
73
$988K 0.3%
1,700
-82
74
$863K 0.26%
8,984
-664
75
$833K 0.25%
8,246
-177
1 2
3
4 5