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
$420M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$677K
3
+$310K
4
LRCX icon
Lam Research
LRCX
+$234K
5
AMZN icon
Amazon
AMZN
+$227K

Top Sells

1
+$22.4M
2
+$773K
3
+$515K
4
AMGN icon
Amgen
AMGN
+$504K
5
BABA icon
Alibaba
BABA
+$496K

Sector Composition

1 Technology 23.55%
2 Healthcare 14.81%
3 Consumer Discretionary 14%
4 Financials 13.65%
5 Consumer Staples 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.49M 0.35%
4,027
-104
77
$1.42M 0.34%
5,795
+14
78
$1.39M 0.33%
11,290
-80
79
$1.38M 0.33%
3,211
-22
80
$1.32M 0.31%
19,820
-100
81
$1.23M 0.29%
3,592
-27
82
$1.21M 0.29%
1,980
-50
83
$1.16M 0.28%
3,142
-14
84
$1.15M 0.27%
3,629
-12
85
$1.11M 0.26%
4,947
-2,241
86
$1.1M 0.26%
5,040
-145
87
$1.1M 0.26%
3,610
+260
88
$1.09M 0.26%
4,968
+287
89
$1.07M 0.25%
6,495
90
$1.03M 0.25%
4,379
-46
91
$962K 0.23%
19,292
-215
92
$928K 0.22%
20,857
-2,461
93
$928K 0.22%
10,613
-206
94
$864K 0.21%
1,819
-23
95
$846K 0.2%
4,300
96
$746K 0.18%
11,765
-150
97
$744K 0.18%
14,856
-599
98
$715K 0.17%
9,770
-170
99
$711K 0.17%
17,050
-560
100
$702K 0.17%
4,205
-10
2 3
4
5 6