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
$268M
AUM Growth
-$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.53M
3
+$1.32M
4
WDAY icon
Workday
WDAY
+$1.18M
5
ELAN icon
Elanco Animal Health
ELAN
+$972K

Top Sells

1
+$1.52M
2
+$1.52M
3
+$1.43M
4
MCO icon
Moody's
MCO
+$1.41M
5
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$1.38M

Sector Composition

1 Industrials 14.7%
2 Technology 14.53%
3 Healthcare 14.24%
4 Financials 14%
5 Consumer Staples 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$972K 0.36%
+30,825
77
$957K 0.36%
5,950
+130
78
$945K 0.35%
25,590
-735
79
$898K 0.34%
6,906
-75
80
$896K 0.33%
3,060
-65
81
$885K 0.33%
27,025
-625
82
$865K 0.32%
5,800
-184
83
$862K 0.32%
2,672
-175
84
$853K 0.32%
3,810
85
$843K 0.31%
21,050
-2,975
86
$824K 0.31%
71,000
87
$810K 0.3%
8,575
-75
88
$764K 0.29%
22,775
-11,640
89
$737K 0.28%
1,973
-575
90
$710K 0.27%
14,225
+75
91
$691K 0.26%
4,480
-210
92
$676K 0.25%
10,844
-1,702
93
$669K 0.25%
7,480
-350
94
$666K 0.25%
15,320
-3,860
95
$643K 0.24%
6,970
-1,015
96
$634K 0.24%
2,174
+257
97
$618K 0.23%
5,455
-150
98
$582K 0.22%
16,137
-4,270
99
$580K 0.22%
12,685
-250
100
$568K 0.21%
8,861
-757
2 3
4
5 6