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
$386M
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$49.1K
2
+$42.5K
3
+$37.5K
4
AMAT icon
Applied Materials
AMAT
+$35.4K
5
MDT icon
Medtronic
MDT
+$35.1K

Top Sells

1
+$21.9M
2
+$179K
3
+$132K
4
EL icon
Estee Lauder
EL
+$123K
5
INTC icon
Intel
INTC
+$94.6K

Sector Composition

1 Technology 21.64%
2 Financials 15.35%
3 Healthcare 15.02%
4 Consumer Discretionary 14.35%
5 Consumer Staples 11.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.4M 0.36%
9,420
-564
77
$1.39M 0.36%
5,781
-15
78
$1.35M 0.35%
13,330
-40
79
$1.31M 0.34%
11,370
-30
80
$1.25M 0.32%
3,156
81
$1.24M 0.32%
4,131
-410
82
$1.24M 0.32%
2,030
83
$1.21M 0.31%
3,619
84
$1.16M 0.3%
5,185
+30
85
$1.13M 0.29%
19,507
-55
86
$1.08M 0.28%
3,233
+65
87
$1.02M 0.26%
3,641
88
$990K 0.26%
23,318
+1,000
89
$973K 0.25%
4,681
-30
90
$968K 0.25%
6,495
91
$966K 0.25%
19,920
92
$939K 0.24%
4,425
-25
93
$885K 0.23%
10,819
-165
94
$858K 0.22%
3,350
+90
95
$846K 0.22%
4,300
96
$790K 0.2%
1,842
-2
97
$773K 0.2%
6,095
-15
98
$745K 0.19%
15,455
-230
99
$711K 0.18%
13,120
-152
100
$686K 0.18%
4,164
2 3
4
5 6