CAM

Cypress Asset Management Portfolio holdings

AUM $455M
1-Year Est. Return 26.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$415M
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$806K
3
+$478K
4
AVGO icon
Broadcom
AVGO
+$471K
5
GEV icon
GE Vernova
GEV
+$454K

Top Sells

1
+$3.49M
2
+$1.41M
3
+$608K
4
STZ icon
Constellation Brands
STZ
+$540K
5
AAPL icon
Apple
AAPL
+$247K

Sector Composition

1 Technology 34.75%
2 Financials 16.27%
3 Healthcare 11.42%
4 Consumer Discretionary 10.78%
5 Industrials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.78M 0.43%
2,225
52
$1.66M 0.4%
1,848
53
$1.6M 0.38%
8,777
-15
54
$1.48M 0.36%
16,948
-78
55
$1.47M 0.35%
2,384
-13
56
$1.46M 0.35%
3,855
+25
57
$1.44M 0.35%
9,734
58
$1.37M 0.33%
17,325
+848
59
$1.37M 0.33%
2,582
+1,091
60
$1.27M 0.3%
2,895
61
$1.19M 0.29%
17,253
-1,142
62
$1.18M 0.28%
9,125
63
$1.17M 0.28%
2,893
-10
64
$1.11M 0.27%
5,292
+112
65
$1.11M 0.27%
17,710
66
$1.07M 0.26%
3,837
+20
67
$1.04M 0.25%
5,879
-21,311
68
$1.02M 0.25%
2,640
69
$985K 0.24%
4,306
70
$971K 0.23%
2,378
71
$930K 0.22%
5,402
+40
72
$861K 0.21%
18,202
+100
73
$854K 0.21%
8,208
74
$832K 0.2%
6,875
75
$775K 0.19%
4,177
+515
1 2
3
4 5