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
$440M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$716K
3
+$661K
4
GS icon
Goldman Sachs
GS
+$421K
5
META icon
Meta Platforms (Facebook)
META
+$211K

Top Sells

1
+$1.03M
2
+$756K
3
+$728K
4
ANSS
Ansys
ANSS
+$659K
5
UNH icon
UnitedHealth
UNH
+$439K

Sector Composition

1 Technology 36.42%
2 Financials 16.01%
3 Healthcare 10.65%
4 Industrials 10.5%
5 Consumer Discretionary 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ASML icon
51
ASML
ASML
$524B
$2.01M 0.46%
2,078
-147
YUM icon
52
Yum! Brands
YUM
$44.6B
$1.98M 0.45%
13,006
-196
KLAC icon
53
KLA
KLAC
$174B
$1.97M 0.45%
1,823
-25
CL icon
54
Colgate-Palmolive
CL
$76.5B
$1.87M 0.42%
23,349
-260
PWR icon
55
Quanta Services
PWR
$71.2B
$1.66M 0.38%
4,000
+145
RSP icon
56
Invesco S&P 500 Equal Weight ETF
RSP
$84.7B
$1.62M 0.37%
8,565
-212
MDT icon
57
Medtronic
MDT
$132B
$1.61M 0.37%
16,881
-67
POWL icon
58
Powell Industries
POWL
$6.54B
$1.59M 0.36%
5,217
-75
SPY icon
59
State Street SPDR S&P 500 ETF Trust
SPY
$709B
$1.52M 0.35%
2,283
-101
GOOGL icon
60
Alphabet (Google) Class A
GOOGL
$4.01T
$1.52M 0.35%
6,244
+365
MRK icon
61
Merck
MRK
$297B
$1.45M 0.33%
17,252
-73
XLI icon
62
State Street Industrial Select Sector SPDR ETF
XLI
$28.8B
$1.39M 0.32%
9,034
-700
TMO icon
63
Thermo Fisher Scientific
TMO
$204B
$1.38M 0.31%
2,852
-41
XYL icon
64
Xylem
XYL
$33.9B
$1.34M 0.31%
9,115
-10
CAT icon
65
Caterpillar
CAT
$317B
$1.26M 0.29%
2,632
-8
TT icon
66
Trane Technologies
TT
$96.7B
$1.11M 0.25%
2,625
-270
AMGN icon
67
Amgen
AMGN
$198B
$1.11M 0.25%
3,916
+79
IHI icon
68
iShares US Medical Devices ETF
IHI
$3.62B
$1.06M 0.24%
17,710
HUBB icon
69
Hubbell
HUBB
$25.9B
$1.01M 0.23%
2,353
-25
BDX icon
70
Becton Dickinson
BDX
$58.8B
$980K 0.22%
5,237
-165
ABBV icon
71
AbbVie
ABBV
$387B
$964K 0.22%
4,165
-12
BAC icon
72
Bank of America
BAC
$396B
$954K 0.22%
18,492
+290
WM icon
73
Waste Management
WM
$91.3B
$949K 0.22%
4,298
-8
APH icon
74
Amphenol
APH
$156B
$937K 0.21%
7,569
CMI icon
75
Cummins
CMI
$74.7B
$886K 0.2%
2,097
-20
1 2
3
4 5