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
$359M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$2.09M
3
+$1.19M
4
UL icon
Unilever
UL
+$1.16M
5
AMZN icon
Amazon
AMZN
+$743K

Top Sells

1
+$1.35M
2
+$1.19M
3
+$681K
4
RTX icon
RTX Corp
RTX
+$627K
5
PNC icon
PNC Financial Services
PNC
+$622K

Sector Composition

1 Technology 20.26%
2 Healthcare 15.86%
3 Consumer Discretionary 14.55%
4 Financials 14.05%
5 Consumer Staples 12.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.41M 0.39%
23,874
77
$1.34M 0.37%
15,130
+750
78
$1.32M 0.37%
14,000
-100
79
$1.3M 0.36%
7,315
+590
80
$1.26M 0.35%
11,440
-100
81
$1.23M 0.34%
4,621
-25
82
$1.19M 0.33%
+6,550
83
$1.16M 0.32%
+19,222
84
$1.16M 0.32%
20,225
-200
85
$1.13M 0.31%
13,345
-8,058
86
$1.12M 0.31%
3,120
-93
87
$974K 0.27%
3,619
+660
88
$946K 0.26%
4,500
-25
89
$921K 0.26%
3,493
-60
90
$888K 0.25%
20,270
+450
91
$885K 0.25%
10,362
+75
92
$869K 0.24%
1,945
93
$853K 0.24%
4,875
-250
94
$840K 0.23%
14,381
-436
95
$838K 0.23%
6,435
+135
96
$831K 0.23%
26,170
-300
97
$816K 0.23%
3,153
+30
98
$782K 0.22%
2,092
-77
99
$666K 0.19%
4,400
-250
100
$663K 0.18%
+2,425
2 3
4
5 6