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
$388M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.23M
3
+$520K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$485K
5
EMR icon
Emerson Electric
EMR
+$440K

Top Sells

1
+$1.83M
2
+$1.03M
3
+$783K
4
NVDA icon
NVIDIA
NVDA
+$776K
5
DEO icon
Diageo
DEO
+$593K

Sector Composition

1 Technology 35.36%
2 Healthcare 15.05%
3 Financials 12.04%
4 Consumer Discretionary 9.28%
5 Consumer Staples 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.5%
7,443
+10
52
$1.83M 0.47%
13,853
-225
53
$1.82M 0.47%
13,773
54
$1.69M 0.44%
2,720
-20
55
$1.63M 0.42%
2,886
56
$1.62M 0.42%
3,199
57
$1.56M 0.4%
2,592
+863
58
$1.48M 0.38%
12,387
+10,272
59
$1.41M 0.36%
17,848
-2,768
60
$1.39M 0.36%
5,769
+610
61
$1.38M 0.35%
1,668
-7
62
$1.28M 0.33%
9,166
-25
63
$1.26M 0.32%
19,210
-4,578
64
$1.23M 0.32%
3,818
-459
65
$1.13M 0.29%
8,472
+44
66
$1.05M 0.27%
4,532
-821
67
$1.04M 0.27%
3,165
68
$1.03M 0.26%
8,701
-12
69
$908K 0.23%
4,256
70
$883K 0.23%
2,550
+420
71
$873K 0.22%
8,606
+481
72
$847K 0.22%
7,806
-340
73
$766K 0.2%
10,164
-4,638
74
$722K 0.19%
2,247
+5
75
$686K 0.18%
1,423
1 2
3
4 5