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
$369M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.57M
3
+$1.21M
4
EMR icon
Emerson Electric
EMR
+$1.03M
5
ANSS
Ansys
ANSS
+$778K

Top Sells

1
+$3.77M
2
+$2.23M
3
+$1.72M
4
HUM icon
Humana
HUM
+$1.55M
5
CCI icon
Crown Castle
CCI
+$1.01M

Sector Composition

1 Technology 32.39%
2 Healthcare 15.37%
3 Financials 13.44%
4 Consumer Discretionary 10.21%
5 Consumer Staples 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.51%
13,773
-650
52
$1.87M 0.51%
3,704
-483
53
$1.86M 0.5%
3,819
+3,224
54
$1.83M 0.5%
2,201
55
$1.8M 0.49%
20,616
-200
56
$1.78M 0.48%
3,199
+253
57
$1.7M 0.46%
2,886
+254
58
$1.67M 0.45%
23,788
+50
59
$1.63M 0.44%
2,740
+487
60
$1.51M 0.41%
5,353
-230
61
$1.39M 0.38%
14,802
-2,706
62
$1.28M 0.35%
5,159
+674
63
$1.25M 0.34%
4,277
+555
64
$1.23M 0.33%
9,191
-1,855
65
$1.17M 0.32%
1,675
-25
66
$1.15M 0.31%
8,713
67
$1.13M 0.31%
8,428
+79
68
$1.03M 0.28%
3,844
+630
69
$1.02M 0.28%
22,835
+350
70
$1.01M 0.27%
1,729
+238
71
$950K 0.26%
3,165
72
$907K 0.25%
4,256
+50
73
$880K 0.24%
8,125
-11
74
$817K 0.22%
2,130
-100
75
$802K 0.22%
8,146
-100
1 2
3
4 5