CAM

Cypress Asset Management Portfolio holdings

AUM $440M
1-Year Est. Return 22.19%
This Quarter Est. Return
1 Year Est. Return
+22.19%
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
+$2.43M
2
+$962K
3
+$598K
4
GEV icon
GE Vernova
GEV
+$577K
5
COST icon
Costco
COST
+$476K

Top Sells

1
+$3.76M
2
+$1.51M
3
+$599K
4
STZ icon
Constellation Brands
STZ
+$540K
5
AAPL icon
Apple
AAPL
+$251K

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
MSCI icon
76
MSCI
MSCI
$42.5B
$768K 0.19%
1,332
+32
APH icon
77
Amphenol
APH
$164B
$747K 0.18%
7,569
+100
NDAQ icon
78
Nasdaq
NDAQ
$49.7B
$708K 0.17%
7,919
ITA icon
79
iShares US Aerospace & Defense ETF
ITA
$11.3B
$699K 0.17%
3,703
CMI icon
80
Cummins
CMI
$63.9B
$693K 0.17%
2,117
ANSS
81
DELISTED
Ansys
ANSS
$659K 0.16%
1,877
XLK icon
82
Technology Select Sector SPDR Fund
XLK
$94.7B
$556K 0.13%
2,194
KO icon
83
Coca-Cola
KO
$306B
$554K 0.13%
7,829
-800
NEE icon
84
NextEra Energy
NEE
$175B
$545K 0.13%
7,847
TJX icon
85
TJX Companies
TJX
$163B
$510K 0.12%
4,130
CSCO icon
86
Cisco
CSCO
$307B
$507K 0.12%
7,305
NFLX icon
87
Netflix
NFLX
$471B
$474K 0.11%
354
+36
IEO icon
88
iShares US Oil & Gas Exploration & Production ETF
IEO
$478M
$460K 0.11%
5,188
-600
GLD icon
89
SPDR Gold Trust
GLD
$131B
$459K 0.11%
1,507
WMT icon
90
Walmart
WMT
$817B
$454K 0.11%
4,641
-25
A icon
91
Agilent Technologies
A
$41.6B
$450K 0.11%
3,816
-278
FCX icon
92
Freeport-McMoran
FCX
$57.7B
$407K 0.1%
9,378
FANG icon
93
Diamondback Energy
FANG
$42.7B
$399K 0.1%
2,905
-115
ORCL icon
94
Oracle
ORCL
$635B
$362K 0.09%
1,655
BSX icon
95
Boston Scientific
BSX
$152B
$338K 0.08%
3,150
TSCO icon
96
Tractor Supply
TSCO
$29.3B
$335K 0.08%
6,350
MCO icon
97
Moody's
MCO
$85.5B
$327K 0.08%
651
+25
XAR icon
98
State Street SPDR S&P Aerospace & Defense ETF
XAR
$4.63B
$316K 0.08%
1,500
NSC icon
99
Norfolk Southern
NSC
$63.7B
$307K 0.07%
1,200
WDAY icon
100
Workday
WDAY
$61.6B
$299K 0.07%
1,247
-2,497
1 2 3
4
5