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
$294M
AUM Growth
+$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$761K
3
+$706K
4
GS icon
Goldman Sachs
GS
+$558K
5
TDOC icon
Teladoc Health
TDOC
+$516K

Top Sells

1
+$2.4M
2
+$1.23M
3
+$965K
4
ELAN icon
Elanco Animal Health
ELAN
+$837K
5
PEP icon
PepsiCo
PEP
+$829K

Sector Composition

1 Technology 19.75%
2 Financials 14.81%
3 Healthcare 14.71%
4 Industrials 13.61%
5 Consumer Discretionary 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.29M 0.44%
16,363
-910
77
$1.28M 0.44%
6,216
+10
78
$1.23M 0.42%
6,910
-500
79
$1.22M 0.42%
3,760
80
$1.16M 0.4%
3,613
+130
81
$1.1M 0.38%
12,215
-1,245
82
$1.09M 0.37%
18,900
-850
83
$1.03M 0.35%
4,477
+2,427
84
$1.01M 0.34%
18,350
-2,125
85
$1M 0.34%
3,115
-236
86
$990K 0.34%
20,625
-885
87
$957K 0.33%
6,330
-725
88
$933K 0.32%
15,194
+11,505
89
$897K 0.31%
5,760
-500
90
$822K 0.28%
12,663
+597
91
$775K 0.26%
5,455
92
$731K 0.25%
5,875
+2,750
93
$729K 0.25%
7,952
-1,839
94
$719K 0.24%
12,300
-1,650
95
$675K 0.23%
11,443
-4,225
96
$645K 0.22%
10,885
-1,675
97
$631K 0.21%
21,427
-28,422
98
$577K 0.2%
3,700
-850
99
$565K 0.19%
3,259
-125
100
$556K 0.19%
2,100
2 3
4
5 6