CAM
Cypress Asset Management Portfolio holdings
AUM
$455M
1-Year Est. Return
26.79%
This Fund
S&P 500
1 Year Est. Return
+26.79%
AUM
$455M
AUM Growth
+$15.4M
(+3.5%)
Holding
108
Top Buys
| 1 | +$1.62M | |
| 2 | +$1.28M | |
| 3 | +$1.09M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$873K |
| 5 |
Netflix
NFLX
|
+$751K |
Top Sells
| 1 | +$1.94M | |
| 2 | +$1.74M | |
| 3 | +$738K | |
| 4 |
Coca-Cola
KO
|
+$478K |
| 5 |
PepsiCo
PEP
|
+$462K |
Sector Composition
| 1 | Technology | 36.01% |
| 2 | Financials | 15.83% |
| 3 | Healthcare | 11.67% |
| 4 | Industrials | 10.67% |
| 5 | Consumer Discretionary | 9.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vertiv
VRT
$96.1B
| $231K | 0.05% |
+1,425
|
|
||
102
Duke Energy
DUK
$103B
| $218K | 0.05% |
1,858
-50
|
|
||
103
AutoZone
AZO
$60.3B
| $203K | 0.04% |
60
-3
|
|
||
104
Norfolk Southern
NSC
$71.2B
| $202K | 0.04% |
700
|
|
||
105
Alcon
ALC
$41.1B
| $200K | 0.04% |
+2,543
|
|
||
|
106
Coca-Cola
KO
$336B
| – | – |
-7,209
|
|
||
107
Novo Nordisk
NVO
$171B
| – | – |
-3,625
|
|
||
108
Tractor Supply
TSCO
$26.6B
| – | – |
-4,150
|
|