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
$455M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.28M
3
+$1.09M
4
META icon
Meta Platforms (Facebook)
META
+$873K
5
NFLX icon
Netflix
NFLX
+$751K

Top Sells

1
+$1.94M
2
+$1.74M
3
+$738K
4
KO icon
Coca-Cola
KO
+$478K
5
PEP icon
PepsiCo
PEP
+$462K

Sector Composition

1 Technology 36.01%
2 Financials 15.83%
3 Healthcare 11.67%
4 Industrials 10.67%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITA icon
76
iShares US Aerospace & Defense ETF
ITA
$16.2B
$844K 0.19%
3,933
CNI icon
77
Canadian National Railway
CNI
$67.7B
$789K 0.17%
7,981
-32
MSCI icon
78
MSCI
MSCI
$42.1B
$707K 0.16%
1,232
-50
TJX icon
79
TJX Companies
TJX
$180B
$631K 0.14%
4,105
GLD icon
80
SPDR Gold Trust
GLD
$181B
$597K 0.13%
1,507
XLK icon
81
State Street Technology Select Sector SPDR ETF
XLK
$88.4B
$589K 0.13%
4,088
NDAQ icon
82
Nasdaq
NDAQ
$50.7B
$562K 0.12%
5,789
-2,130
CSCO icon
83
Cisco
CSCO
$319B
$542K 0.12%
7,030
-75
A icon
84
Agilent Technologies
A
$34.1B
$519K 0.11%
3,816
MU icon
85
Micron Technology
MU
$451B
$518K 0.11%
1,815
WMT icon
86
Walmart Inc
WMT
$1.02T
$517K 0.11%
4,641
MRVL icon
87
Marvell Technology
MRVL
$68.2B
$500K 0.11%
5,880
+550
NEE icon
88
NextEra Energy
NEE
$193B
$497K 0.11%
6,197
-250
LRCX icon
89
Lam Research
LRCX
$278B
$488K 0.11%
2,850
ADBE icon
90
Adobe
ADBE
$112B
$410K 0.09%
1,171
-5,701
XAR icon
91
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.27B
$362K 0.08%
1,500
FANG icon
92
Diamondback Energy
FANG
$50.3B
$337K 0.07%
2,242
-438
MCO icon
93
Moody's
MCO
$83.5B
$326K 0.07%
639
-8
KEYS icon
94
Keysight
KEYS
$51.7B
$321K 0.07%
1,581
ORCL icon
95
Oracle
ORCL
$438B
$312K 0.07%
1,599
BSX icon
96
Boston Scientific
BSX
$107B
$298K 0.07%
3,122
IEO icon
97
iShares US Oil & Gas Exploration & Production ETF
IEO
$534M
$294K 0.06%
3,293
-1,785
SYK icon
98
Stryker
SYK
$146B
$291K 0.06%
+828
LHX icon
99
L3Harris
LHX
$68.9B
$249K 0.05%
849
-17
EQIX icon
100
Equinix
EQIX
$95.2B
$248K 0.05%
324
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