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
$289M
AUM Growth
-$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$729K
2
+$484K
3
+$482K
4
AVGO icon
Broadcom
AVGO
+$482K
5
IFF icon
International Flavors & Fragrances
IFF
+$356K

Top Sells

1
+$547K
2
+$458K
3
+$413K
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$403K
5
HD icon
Home Depot
HD
+$388K

Sector Composition

1 Technology 17.89%
2 Financials 14.32%
3 Industrials 14.23%
4 Healthcare 14.1%
5 Consumer Staples 11.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.19M 0.41%
19,750
-50
77
$1.18M 0.41%
7,410
-25
78
$1.16M 0.4%
26,116
-60
79
$1.13M 0.39%
20,475
-200
80
$1.09M 0.38%
3,760
-25
81
$1.05M 0.37%
22,680
-1,490
82
$1.04M 0.36%
238,600
+110,800
83
$1.03M 0.36%
3,483
-713
84
$1.03M 0.36%
7,055
-175
85
$1.01M 0.35%
6,260
-1,150
86
$992K 0.34%
3,351
+133
87
$977K 0.34%
21,510
-775
88
$867K 0.3%
15,668
-1,245
89
$804K 0.28%
13,950
-50
90
$789K 0.27%
9,791
-1,094
91
$729K 0.25%
+12,066
92
$723K 0.25%
4,550
-50
93
$707K 0.25%
22,700
+5,450
94
$695K 0.24%
12,560
-75
95
$650K 0.23%
5,455
96
$614K 0.21%
8,613
-498
97
$611K 0.21%
12,375
+105
98
$571K 0.2%
3,384
-1,450
99
$552K 0.19%
2,025
100
$546K 0.19%
4,775
-100
2 3
4
5 6