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
$403M
AUM Growth
+$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.03M
3
+$573K
4
SNPS icon
Synopsys
SNPS
+$531K
5
GEV icon
GE Vernova
GEV
+$457K

Top Sells

1
+$2.72M
2
+$2.01M
3
+$1.04M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$664K
5
MSFT icon
Microsoft
MSFT
+$572K

Sector Composition

1 Technology 34%
2 Financials 15.15%
3 Healthcare 13.1%
4 Consumer Discretionary 9.83%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.49%
13,083
-211
52
$1.83M 0.45%
13,653
-155
53
$1.7M 0.42%
15,322
+1,764
54
$1.63M 0.4%
25,345
-7,151
55
$1.63M 0.4%
8,487
+2,259
56
$1.62M 0.4%
18,072
-927
57
$1.55M 0.39%
2,163
-149
58
$1.53M 0.38%
2,897
-47
59
$1.41M 0.35%
17,528
-145
60
$1.33M 0.33%
1,960
-303
61
$1.19M 0.3%
5,157
-187
62
$1.19M 0.29%
4,426
-231
63
$1.19M 0.29%
20,320
-2,515
64
$1.17M 0.29%
3,165
65
$1.12M 0.28%
1,773
+109
66
$1.09M 0.27%
9,059
-544
67
$1.03M 0.25%
3,829
-105
68
$1.02M 0.25%
2,662
-95
69
$875K 0.22%
8,616
+83
70
$859K 0.21%
4,256
-50
71
$842K 0.21%
1,403
-45
72
$777K 0.19%
2,230
+70
73
$751K 0.19%
16,782
-360
74
$710K 0.18%
2,105
-37
75
$704K 0.17%
7,082
-874
1 2
3
4 5