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
$403M
AUM Growth
+$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.03M
3
+$573K
4
SNPS icon
Synopsys
SNPS
+$531K
5
GEV icon
GE Vernova
GEV
+$457K

Top Sells

1
+$2.72M
2
+$2.01M
3
+$1.04M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$664K
5
MSFT icon
Microsoft
MSFT
+$572K

Sector Composition

1 Technology 34%
2 Financials 15.15%
3 Healthcare 13.1%
4 Consumer Discretionary 9.83%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$690K 0.17%
11,545
-5,955
77
$666K 0.17%
3,748
-110
78
$665K 0.17%
8,225
-225
79
$624K 0.16%
6,796
-1,554
80
$616K 0.15%
8,097
-621
81
$601K 0.15%
4,033
-4,455
82
$563K 0.14%
4,194
83
$530K 0.13%
479
-1,820
84
$487K 0.12%
2,865
+1,175
85
$471K 0.12%
5,109
-100
86
$465K 0.12%
3,850
-250
87
$457K 0.11%
+1,390
88
$456K 0.11%
7,705
89
$440K 0.11%
1,255
+370
90
$403K 0.1%
1,665
+130
91
$351K 0.09%
9,098
+93
92
$342K 0.09%
6,350
-100
93
$309K 0.08%
4,079
-4,010
94
$305K 0.08%
324
95
$295K 0.07%
11,190
-1,250
96
$289K 0.07%
1,665
-730
97
$284K 0.07%
2,509
98
$282K 0.07%
1,200
99
$281K 0.07%
3,150
+150
100
$276K 0.07%
1,330
-325
1 2 3
4
5