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
$390M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$903K
3
+$655K
4
UNP icon
Union Pacific
UNP
+$570K
5
PH icon
Parker-Hannifin
PH
+$423K

Top Sells

1
+$19.5M
2
+$602K
3
+$598K
4
GLD icon
SPDR Gold Trust
GLD
+$573K
5
MRK icon
Merck
MRK
+$436K

Sector Composition

1 Technology 21.35%
2 Financials 15.52%
3 Healthcare 14.9%
4 Consumer Discretionary 14.44%
5 Consumer Staples 11.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.45M 0.37%
3,156
-21
77
$1.44M 0.37%
4,541
-25
78
$1.4M 0.36%
13,370
-50
79
$1.4M 0.36%
3,675
+12
80
$1.38M 0.35%
5,796
-11
81
$1.3M 0.33%
19,562
-125
82
$1.28M 0.33%
3,619
83
$1.26M 0.32%
5,155
+390
84
$1.2M 0.31%
11,400
-40
85
$1.12M 0.29%
3,641
+1,376
86
$1.08M 0.28%
2,030
87
$1.03M 0.26%
3,168
88
$1.02M 0.26%
6,495
89
$1.02M 0.26%
6,110
-830
90
$1M 0.26%
10,984
-1,481
91
$970K 0.25%
4,711
+575
92
$963K 0.25%
4,450
-10
93
$950K 0.24%
19,920
-250
94
$938K 0.24%
3,260
+375
95
$920K 0.24%
22,318
+930
96
$851K 0.22%
4,300
-100
97
$830K 0.21%
10,115
-200
98
$826K 0.21%
15,685
-4,773
99
$798K 0.2%
4,164
100
$789K 0.2%
1,844
-227
2 3
4
5 6