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
$465M
AUM Growth
+$200K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$2.56M
3
+$1.16M
4
TSM icon
TSMC
TSM
+$1.09M
5
CCI icon
Crown Castle
CCI
+$938K

Top Sells

1
+$5.96M
2
+$3.59M
3
+$1.44M
4
AAPL icon
Apple
AAPL
+$885K
5
JNJ icon
Johnson & Johnson
JNJ
+$790K

Sector Composition

1 Industrials 14.84%
2 Financials 14.29%
3 Consumer Staples 13.55%
4 Healthcare 12.55%
5 Technology 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$897K 0.19%
10,665
+231
102
$896K 0.19%
16,000
-50
103
$876K 0.19%
5,597
-255
104
$846K 0.18%
15,785
-165
105
$839K 0.18%
10,224
+512
106
$819K 0.18%
19,450
-250
107
$801K 0.17%
6,260
-642
108
$757K 0.16%
3,985
-100
109
$735K 0.16%
11,025
110
$692K 0.15%
31,272
-9,103
111
$659K 0.14%
4,545
-1,715
112
$656K 0.14%
11,955
-3,541
113
$651K 0.14%
8,000
114
$646K 0.14%
+14,850
115
$617K 0.13%
2,800
+100
116
$605K 0.13%
+2,585
117
$573K 0.12%
11,008
-2,316
118
$558K 0.12%
7,579
-2,254
119
$547K 0.12%
8,360
+360
120
$543K 0.12%
14,241
-734
121
$538K 0.12%
5,125
-100
122
$528K 0.11%
3,065
+1,190
123
$525K 0.11%
6,471
-500
124
$521K 0.11%
+114,000
125
$498K 0.11%
2,823
3 4
5
6 7