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
$300M
AUM Growth
+$68.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.61M
3
+$1.51M
4
SBUX icon
Starbucks
SBUX
+$1.47M
5
SNY icon
Sanofi
SNY
+$1.4M

Top Sells

1
+$2.73M
2
+$1.19M
3
+$810K
4
MSFT icon
Microsoft
MSFT
+$511K
5
HON icon
Honeywell
HON
+$488K

Sector Composition

1 Technology 22.58%
2 Healthcare 16.18%
3 Financials 13.25%
4 Consumer Discretionary 13.24%
5 Consumer Staples 11.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.19M 0.4%
23,225
+3,300
77
$1.17M 0.39%
7,805
-380
78
$1.16M 0.39%
3,213
-46
79
$1.1M 0.37%
17,013
-50
80
$1.06M 0.35%
+4,685
81
$1.04M 0.35%
11,740
-100
82
$1.04M 0.35%
19,525
83
$1.03M 0.34%
3,358
-175
84
$982K 0.33%
20,425
85
$906K 0.3%
23,670
-1,200
86
$902K 0.3%
4,781
-1,110
87
$862K 0.29%
4,525
88
$831K 0.28%
13,403
-138
89
$753K 0.25%
16,848
+175
90
$748K 0.25%
12,269
-1,325
91
$728K 0.24%
2,350
+250
92
$716K 0.24%
2,570
+515
93
$714K 0.24%
3,615
+1,555
94
$628K 0.21%
5,125
95
$613K 0.2%
1,835
+825
96
$604K 0.2%
19,130
-2,000
97
$593K 0.2%
12,720
+1,260
98
$574K 0.19%
4,650
99
$513K 0.17%
4,010
-320
100
$509K 0.17%
8,250
+1,275
2 3
4
5 6