CAM

Cypress Asset Management Portfolio holdings

AUM $440M
1-Year Est. Return 22.19%
This Quarter Est. Return
1 Year Est. Return
+22.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$373M
AUM Growth
-$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$974K
3
+$882K
4
META icon
Meta Platforms (Facebook)
META
+$836K
5
HUBB icon
Hubbell
HUBB
+$787K

Top Sells

1
+$2.41M
2
+$1.8M
3
+$1.2M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$842K
5
CL icon
Colgate-Palmolive
CL
+$753K

Sector Composition

1 Technology 30.7%
2 Financials 16.82%
3 Healthcare 13.86%
4 Industrials 10.24%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.82M 0.49%
2,996
-190
52
$1.53M 0.41%
17,026
-502
53
$1.52M 0.41%
8,792
+305
54
$1.48M 0.4%
16,477
-26,847
55
$1.47M 0.39%
2,225
+62
56
$1.44M 0.39%
2,903
+6
57
$1.34M 0.36%
2,397
+437
58
$1.28M 0.34%
18,395
+323
59
$1.28M 0.34%
9,734
-6,422
60
$1.26M 0.34%
1,848
+75
61
$1.23M 0.33%
5,362
+205
62
$1.19M 0.32%
3,817
-12
63
$1.09M 0.29%
9,125
+66
64
$1.07M 0.29%
17,710
-2,610
65
$997K 0.27%
4,306
+50
66
$975K 0.26%
2,895
-270
67
$974K 0.26%
+3,830
68
$882K 0.24%
+5,180
69
$874K 0.23%
3,744
-682
70
$871K 0.23%
2,640
-22
71
$800K 0.21%
8,208
-408
72
$787K 0.21%
+2,378
73
$767K 0.21%
3,662
-86
74
$766K 0.21%
6,875
-207
75
$755K 0.2%
18,102
+1,320
1 2
3
4 5