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
$465M
AUM Growth
+$200K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$2.56M
3
+$1.16M
4
TSM icon
TSMC
TSM
+$1.09M
5
CCI icon
Crown Castle
CCI
+$938K

Top Sells

1
+$5.96M
2
+$3.59M
3
+$1.44M
4
AAPL icon
Apple
AAPL
+$885K
5
JNJ icon
Johnson & Johnson
JNJ
+$790K

Sector Composition

1 Industrials 14.84%
2 Financials 14.29%
3 Consumer Staples 13.55%
4 Healthcare 12.55%
5 Technology 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.72M 0.37%
22,916
-826
77
$1.7M 0.37%
14,065
-5,000
78
$1.68M 0.36%
28,800
-700
79
$1.68M 0.36%
41,852
+5,693
80
$1.54M 0.33%
5,219
-245
81
$1.51M 0.32%
9,974
+65
82
$1.5M 0.32%
20,820
+250
83
$1.49M 0.32%
6,535
-160
84
$1.45M 0.31%
41,146
-5,170
85
$1.42M 0.31%
6,791
-271
86
$1.41M 0.3%
19,460
-3,990
87
$1.38M 0.3%
14,910
-1,835
88
$1.36M 0.29%
20,232
-90
89
$1.36M 0.29%
12,990
-310
90
$1.36M 0.29%
18,995
-380
91
$1.34M 0.29%
18,735
-2,390
92
$1.31M 0.28%
18,775
-1,089
93
$1.3M 0.28%
30,195
-1,905
94
$1.18M 0.25%
10,615
-500
95
$1.12M 0.24%
8,776
-210
96
$1.1M 0.24%
4,125
-493
97
$1.09M 0.23%
+27,525
98
$1M 0.22%
6,755
-785
99
$987K 0.21%
16,650
-9,300
100
$912K 0.2%
8,205
-550
2 3
4
5 6