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
$415M
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$962K
3
+$598K
4
GEV icon
GE Vernova
GEV
+$577K
5
COST icon
Costco
COST
+$476K

Top Sells

1
+$3.76M
2
+$1.51M
3
+$599K
4
STZ icon
Constellation Brands
STZ
+$540K
5
AAPL icon
Apple
AAPL
+$251K

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
ASML icon
51
ASML
ASML
$391B
$1.78M 0.43%
2,225
KLAC icon
52
KLA
KLAC
$149B
$1.66M 0.4%
1,848
RSP icon
53
Invesco S&P 500 Equal Weight ETF
RSP
$73.7B
$1.6M 0.38%
8,777
-15
MDT icon
54
Medtronic
MDT
$123B
$1.48M 0.36%
16,948
-78
SPY icon
55
SPDR S&P 500 ETF Trust
SPY
$667B
$1.47M 0.35%
2,384
-13
PWR icon
56
Quanta Services
PWR
$64B
$1.46M 0.35%
3,855
+25
XLI icon
57
Industrial Select Sector SPDR Fund
XLI
$23.5B
$1.44M 0.35%
9,734
MRK icon
58
Merck
MRK
$231B
$1.37M 0.33%
17,325
+848
GEV icon
59
GE Vernova
GEV
$157B
$1.37M 0.33%
2,582
+1,091
TT icon
60
Trane Technologies
TT
$92.7B
$1.27M 0.3%
2,895
NVO icon
61
Novo Nordisk
NVO
$214B
$1.19M 0.29%
17,253
-1,142
XYL icon
62
Xylem
XYL
$34.8B
$1.18M 0.28%
9,125
TMO icon
63
Thermo Fisher Scientific
TMO
$217B
$1.17M 0.28%
2,893
-10
POWL icon
64
Powell Industries
POWL
$3.98B
$1.11M 0.27%
5,292
+112
IHI icon
65
iShares US Medical Devices ETF
IHI
$4.38B
$1.11M 0.27%
17,710
AMGN icon
66
Amgen
AMGN
$181B
$1.07M 0.26%
3,837
+20
GOOGL icon
67
Alphabet (Google) Class A
GOOGL
$3.34T
$1.04M 0.25%
5,879
-21,311
CAT icon
68
Caterpillar
CAT
$260B
$1.02M 0.25%
2,640
WM icon
69
Waste Management
WM
$84.3B
$985K 0.24%
4,306
HUBB icon
70
Hubbell
HUBB
$23B
$971K 0.23%
2,378
BDX icon
71
Becton Dickinson
BDX
$55.3B
$930K 0.22%
5,402
+40
BAC icon
72
Bank of America
BAC
$384B
$861K 0.21%
18,202
+100
CNI icon
73
Canadian National Railway
CNI
$59.2B
$854K 0.21%
8,208
NVS icon
74
Novartis
NVS
$252B
$832K 0.2%
6,875
ABBV icon
75
AbbVie
ABBV
$411B
$775K 0.19%
4,177
+515
1 2
3
4 5