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
$369M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.57M
3
+$1.21M
4
EMR icon
Emerson Electric
EMR
+$1.03M
5
ANSS
Ansys
ANSS
+$778K

Top Sells

1
+$3.77M
2
+$2.23M
3
+$1.72M
4
HUM icon
Humana
HUM
+$1.55M
5
CCI icon
Crown Castle
CCI
+$1.01M

Sector Composition

1 Technology 32.39%
2 Healthcare 15.37%
3 Financials 13.44%
4 Consumer Discretionary 10.21%
5 Consumer Staples 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$798K 0.22%
1,423
77
$783K 0.21%
8,565
-419
78
$778K 0.21%
+2,242
79
$778K 0.21%
11,668
-6,400
80
$756K 0.2%
4,150
-2,825
81
$731K 0.2%
2,480
-186
82
$610K 0.17%
4,194
83
$594K 0.16%
15,367
+10
84
$593K 0.16%
3,685
-23,429
85
$475K 0.13%
479
-1,731
86
$473K 0.13%
+2,478
87
$450K 0.12%
9,575
-503
88
$431K 0.12%
4,250
89
$377K 0.1%
7,550
90
$373K 0.1%
7,025
-475
91
$347K 0.09%
12,090
-480
92
$337K 0.09%
2,315
+65
93
$332K 0.09%
1,615
94
$319K 0.09%
5,109
-186
95
$307K 0.08%
3,175
96
$306K 0.08%
2,509
-66
97
$306K 0.08%
1,200
98
$279K 0.08%
1,681
-100
99
$267K 0.07%
324
100
$267K 0.07%
1,750
-1,000
1 2 3
4
5