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
$361M
AUM Growth
+$2.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$788K
3
+$708K
4
UNP icon
Union Pacific
UNP
+$616K
5
BAC icon
Bank of America
BAC
+$437K

Top Sells

1
+$878K
2
+$831K
3
+$590K
4
VAR
Varian Medical Systems, Inc.
VAR
+$477K
5
K
Kellanova
K
+$370K

Sector Composition

1 Technology 20.61%
2 Healthcare 15.49%
3 Financials 14.91%
4 Consumer Discretionary 14.66%
5 Consumer Staples 11.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.38M 0.38%
5,807
-82
77
$1.35M 0.38%
3,619
78
$1.33M 0.37%
4,566
-55
79
$1.33M 0.37%
11,440
80
$1.26M 0.35%
23,544
-330
81
$1.26M 0.35%
6,940
-180
82
$1.24M 0.34%
4,765
+3,040
83
$1.2M 0.33%
3,663
+170
84
$1.19M 0.33%
3,177
+57
85
$1.17M 0.32%
19,687
-538
86
$1.16M 0.32%
7,250
-65
87
$1.07M 0.3%
12,465
-1,535
88
$1.05M 0.29%
3,168
+15
89
$1.01M 0.28%
20,458
-17,745
90
$946K 0.26%
15,064
-2,022
91
$935K 0.26%
20,170
-100
92
$904K 0.25%
4,460
-40
93
$896K 0.25%
6,495
+60
94
$851K 0.24%
2,030
+85
95
$834K 0.23%
4,136
+661
96
$828K 0.23%
21,388
+11,282
97
$824K 0.23%
10,315
-47
98
$821K 0.23%
2,071
-21
99
$812K 0.23%
2,885
+460
100
$764K 0.21%
4,164
-95
2 3
4
5 6