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
$299M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.51M
3
+$1.16M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.1M
5
HUM icon
Humana
HUM
+$871K

Top Sells

1
+$2.43M
2
+$1.14M
3
+$653K
4
ABBV icon
AbbVie
ABBV
+$560K
5
PYPL icon
PayPal
PYPL
+$495K

Sector Composition

1 Technology 27.64%
2 Healthcare 16.62%
3 Financials 12.89%
4 Consumer Staples 11.97%
5 Consumer Discretionary 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$817K 0.27%
1,782
77
$798K 0.27%
8,437
-216
78
$778K 0.26%
21,885
-1,000
79
$730K 0.24%
1,423
80
$656K 0.22%
2,872
+22
81
$649K 0.22%
4,306
+50
82
$642K 0.21%
3,165
83
$642K 0.21%
1,605
+194
84
$634K 0.21%
2,763
+321
85
$610K 0.2%
2,235
+100
86
$570K 0.19%
10,625
-66
87
$562K 0.19%
6,935
-4,536
88
$558K 0.19%
20,577
-1,330
89
$469K 0.16%
4,194
-56
90
$439K 0.15%
13,440
-12,355
91
$406K 0.14%
7,550
92
$403K 0.13%
10,800
-300
93
$381K 0.13%
14,340
+620
94
$378K 0.13%
4,250
95
$375K 0.13%
3,800
-50
96
$362K 0.12%
+2,249
97
$305K 0.1%
7,500
-100
98
$297K 0.1%
2,805
-789
99
$290K 0.1%
1,450
100
$283K 0.09%
1,650
1 2 3
4
5