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
$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
NVS icon
76
Novartis
NVS
$257B
$882K 0.2%
6,875
ITA icon
77
iShares US Aerospace & Defense ETF
ITA
$11.8B
$823K 0.19%
3,933
+230
CNI icon
78
Canadian National Railway
CNI
$60.7B
$756K 0.17%
8,013
-195
MSCI icon
79
MSCI
MSCI
$41B
$727K 0.17%
1,282
-50
NDAQ icon
80
Nasdaq
NDAQ
$50.4B
$700K 0.16%
7,919
TJX icon
81
TJX Companies
TJX
$167B
$593K 0.14%
4,105
-25
XLK icon
82
State Street Technology Select Sector SPDR ETF
XLK
$94.8B
$576K 0.13%
2,044
-150
GLD icon
83
SPDR Gold Trust
GLD
$141B
$536K 0.12%
1,507
A icon
84
Agilent Technologies
A
$42.2B
$490K 0.11%
3,816
NEE icon
85
NextEra Energy
NEE
$177B
$487K 0.11%
6,447
-1,400
CSCO icon
86
Cisco
CSCO
$307B
$486K 0.11%
7,105
-200
WMT icon
87
Walmart
WMT
$912B
$478K 0.11%
4,641
KO icon
88
Coca-Cola
KO
$305B
$478K 0.11%
7,209
-620
IEO icon
89
iShares US Oil & Gas Exploration & Production ETF
IEO
$455M
$470K 0.11%
5,078
-110
ORCL icon
90
Oracle
ORCL
$592B
$450K 0.1%
1,599
-56
MRVL icon
91
Marvell Technology
MRVL
$86.4B
$448K 0.1%
5,330
+2,125
FANG icon
92
Diamondback Energy
FANG
$45.4B
$384K 0.09%
2,680
-225
LRCX icon
93
Lam Research
LRCX
$201B
$382K 0.09%
2,850
+100
XAR icon
94
State Street SPDR S&P Aerospace & Defense ETF
XAR
$4.4B
$352K 0.08%
1,500
MCO icon
95
Moody's
MCO
$87.8B
$308K 0.07%
647
-4
BSX icon
96
Boston Scientific
BSX
$146B
$305K 0.07%
3,122
-28
MU icon
97
Micron Technology
MU
$264B
$304K 0.07%
1,815
KEYS icon
98
Keysight
KEYS
$35.4B
$277K 0.06%
1,581
AZO icon
99
AutoZone
AZO
$63.6B
$270K 0.06%
63
-2
LHX icon
100
L3Harris
LHX
$52B
$264K 0.06%
866
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