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
+$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$670K
2
+$233K
3
+$220K
4
CP icon
Canadian Pacific Kansas City
CP
+$219K
5
MCO icon
Moody's
MCO
+$215K

Top Sells

1
+$2.67M
2
+$1.49M
3
+$1.42M
4
MSFT icon
Microsoft
MSFT
+$742K
5
DD icon
DuPont de Nemours
DD
+$687K

Sector Composition

1 Industrials 15.92%
2 Financials 14.2%
3 Technology 13.19%
4 Healthcare 12.51%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.35M 0.4%
24,300
-1,290
77
$1.32M 0.39%
13,791
-453
78
$1.25M 0.37%
5,820
-185
79
$1.24M 0.36%
20,407
+3,170
80
$1.21M 0.35%
34,415
-3,962
81
$1.16M 0.34%
26,325
+75
82
$1.07M 0.31%
71,000
-1,500
83
$1.07M 0.31%
27,650
+25
84
$1.06M 0.31%
3,125
+685
85
$1.06M 0.31%
2,847
-250
86
$1.03M 0.3%
24,025
-675
87
$1.03M 0.3%
2,548
-357
88
$1.01M 0.3%
6,981
-95
89
$971K 0.29%
12,546
-1,373
90
$949K 0.28%
4,855
+3,430
91
$930K 0.27%
3,810
+25
92
$928K 0.27%
8,650
+475
93
$920K 0.27%
12,849
-232
94
$919K 0.27%
3,160
95
$900K 0.26%
5,984
+41
96
$834K 0.24%
3,645
+50
97
$818K 0.24%
14,150
-25
98
$804K 0.24%
19,180
-3,940
99
$796K 0.23%
7,830
-275
100
$794K 0.23%
24,612
-9,309
2 3
4
5 6