CAM

Cypress Asset Management Portfolio holdings

AUM $415M
1-Year Est. Return 18.54%
This Quarter Est. Return
1 Year Est. Return
+18.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
-$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$1.96M
3
+$710K
4
AMZN icon
Amazon
AMZN
+$655K
5
XLNX
Xilinx Inc
XLNX
+$646K

Top Sells

1
+$3.72M
2
+$1.96M
3
+$1.08M
4
RTX icon
RTX Corp
RTX
+$788K
5
CVX icon
Chevron
CVX
+$719K

Sector Composition

1 Technology 17.04%
2 Industrials 14.54%
3 Financials 14.45%
4 Healthcare 14.39%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.19M 0.41%
7,230
-20
77
$1.15M 0.39%
3,218
+83
78
$1.14M 0.39%
25,200
+9,900
79
$1.14M 0.39%
7,450
+85
80
$1.11M 0.38%
20,675
-150
81
$1.11M 0.38%
3,785
-25
82
$1.09M 0.37%
7,410
-4,070
83
$1.03M 0.35%
22,285
-265
84
$1M 0.34%
18,443
-1,556
85
$947K 0.32%
24,170
-220
86
$925K 0.32%
16,913
-5,682
87
$879K 0.3%
7,435
-55
88
$849K 0.29%
10,885
-4,210
89
$838K 0.29%
11,672
-2,104
90
$801K 0.27%
4,834
-498
91
$794K 0.27%
14,000
92
$743K 0.25%
5,455
93
$684K 0.23%
9,111
-26,113
94
$672K 0.23%
12,270
+50
95
$670K 0.23%
1,840
-462
96
$662K 0.23%
12,635
-50
97
$622K 0.21%
4,600
98
$582K 0.2%
1,860
-5
99
$545K 0.19%
2,025
100
$535K 0.18%
4,875
2 3
4
5 6