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
$402M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$716K
3
+$643K
4
NDAQ icon
Nasdaq
NDAQ
+$617K
5
MSFT icon
Microsoft
MSFT
+$545K

Top Sells

1
+$1.92M
2
+$995K
3
+$584K
4
MU icon
Micron Technology
MU
+$219K
5
PNC icon
PNC Financial Services
PNC
+$218K

Sector Composition

1 Technology 33.45%
2 Healthcare 15.14%
3 Financials 13%
4 Consumer Discretionary 9.93%
5 Industrials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.49%
13,294
+295
52
$1.93M 0.48%
13,808
-45
53
$1.93M 0.48%
2,312
+95
54
$1.82M 0.45%
2,944
+58
55
$1.59M 0.4%
17,673
-175
56
$1.59M 0.4%
13,558
+1,171
57
$1.54M 0.38%
3,032
+312
58
$1.35M 0.34%
22,835
-16,800
59
$1.3M 0.32%
2,263
-329
60
$1.3M 0.32%
9,603
+437
61
$1.29M 0.32%
17,500
-1,710
62
$1.29M 0.32%
1,664
-4
63
$1.29M 0.32%
5,344
-425
64
$1.27M 0.32%
8,488
+16
65
$1.27M 0.32%
3,934
+116
66
$1.23M 0.31%
3,165
67
$1.14M 0.28%
4,657
+125
68
$1.12M 0.28%
6,228
+3,591
69
$1.08M 0.27%
2,757
+207
70
$1,000K 0.25%
8,533
-168
71
$915K 0.23%
7,956
+150
72
$894K 0.22%
4,306
+50
73
$844K 0.21%
1,448
+25
74
$764K 0.19%
8,350
-256
75
$762K 0.19%
3,858
+80
1 2
3
4 5