CAM

Cypress Asset Management Portfolio holdings

AUM $455M
1-Year Est. Return 26.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$415M
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$806K
3
+$478K
4
AVGO icon
Broadcom
AVGO
+$471K
5
GEV icon
GE Vernova
GEV
+$454K

Top Sells

1
+$3.49M
2
+$1.41M
3
+$608K
4
STZ icon
Constellation Brands
STZ
+$540K
5
AAPL icon
Apple
AAPL
+$247K

Sector Composition

1 Technology 34.75%
2 Financials 16.27%
3 Healthcare 11.42%
4 Consumer Discretionary 10.78%
5 Industrials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$768K 0.19%
1,332
+32
77
$747K 0.18%
7,569
+100
78
$708K 0.17%
7,919
79
$699K 0.17%
3,703
80
$693K 0.17%
2,117
81
$659K 0.16%
1,877
82
$556K 0.13%
4,388
83
$554K 0.13%
7,829
-800
84
$545K 0.13%
7,847
85
$510K 0.12%
4,130
86
$507K 0.12%
7,305
87
$474K 0.11%
3,540
+360
88
$460K 0.11%
5,188
-600
89
$459K 0.11%
1,507
90
$454K 0.11%
4,641
-25
91
$450K 0.11%
3,816
-278
92
$407K 0.1%
9,378
93
$399K 0.1%
2,905
-115
94
$362K 0.09%
1,655
95
$338K 0.08%
3,150
96
$335K 0.08%
6,350
97
$327K 0.08%
651
+25
98
$316K 0.08%
1,500
99
$307K 0.07%
1,200
100
$299K 0.07%
1,247
-2,497
1 2 3
4
5