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
$341M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$1.92M
3
+$1.8M
4
PYPL icon
PayPal
PYPL
+$1.29M
5
AMZN icon
Amazon
AMZN
+$905K

Top Sells

1
+$5.25M
2
+$4.49M
3
+$4.19M
4
DEO icon
Diageo
DEO
+$3.81M
5
CB icon
Chubb
CB
+$3.69M

Sector Composition

1 Industrials 16.18%
2 Financials 14.67%
3 Healthcare 12.66%
4 Consumer Staples 11.49%
5 Technology 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.36M 0.4%
5,985
-550
77
$1.34M 0.39%
38,188
-2,958
78
$1.33M 0.39%
17,630
-1,105
79
$1.32M 0.39%
18,282
-1,950
80
$1.27M 0.37%
6,007
-784
81
$1.24M 0.36%
8,251
-525
82
$1.22M 0.36%
17,421
-1,354
83
$1.21M 0.35%
20,756
-43,732
84
$1.19M 0.35%
12,610
-7,443
85
$1.15M 0.34%
3,340
-3,791
86
$1.14M 0.33%
26,100
-1,425
87
$1.09M 0.32%
9,900
-4,165
88
$1.08M 0.32%
26,870
-3,325
89
$1.07M 0.31%
3,280
-1,939
90
$1.07M 0.31%
38,645
-48,315
91
$1.04M 0.3%
16,690
-2,770
92
$1.04M 0.3%
11,635
-1,355
93
$855K 0.25%
5,504
-93
94
$836K 0.24%
3,175
-950
95
$830K 0.24%
7,550
-3,065
96
$799K 0.23%
6,395
-8,157
97
$791K 0.23%
14,425
-1,575
98
$781K 0.23%
3,785
-200
99
$755K 0.22%
6,155
-2,050
100
$738K 0.22%
14,610
-1,175
2 3
4
5 6