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
$388M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.23M
3
+$520K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$485K
5
EMR icon
Emerson Electric
EMR
+$440K

Top Sells

1
+$1.83M
2
+$1.03M
3
+$783K
4
NVDA icon
NVIDIA
NVDA
+$776K
5
DEO icon
Diageo
DEO
+$593K

Sector Composition

1 Technology 35.36%
2 Healthcare 15.05%
3 Financials 12.04%
4 Consumer Discretionary 9.28%
5 Consumer Staples 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$648K 0.17%
3,778
-372
77
$641K 0.17%
15,817
+450
78
$617K 0.16%
8,218
-3,450
79
$604K 0.16%
2,180
-300
80
$584K 0.15%
18,710
-4,125
81
$544K 0.14%
4,194
82
$516K 0.13%
479
83
$504K 0.13%
2,637
+159
84
$450K 0.12%
9,125
-450
85
$429K 0.11%
3,900
-350
86
$357K 0.09%
7,505
-45
87
$355K 0.09%
6,475
-550
88
$353K 0.09%
5,109
89
$347K 0.09%
1,615
90
$335K 0.09%
2,315
91
$332K 0.09%
12,090
92
$289K 0.07%
2,509
93
$284K 0.07%
+1,330
94
$258K 0.07%
1,200
95
$253K 0.07%
+3,125
96
$245K 0.06%
324
97
$236K 0.06%
1,330
98
$231K 0.06%
3,000
99
$230K 0.06%
1,681
100
$227K 0.06%
540
1 2 3
4
5