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
$341M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$1.92M
3
+$1.8M
4
PYPL icon
PayPal
PYPL
+$1.29M
5
AMZN icon
Amazon
AMZN
+$905K

Top Sells

1
+$5.25M
2
+$4.49M
3
+$4.19M
4
DEO icon
Diageo
DEO
+$3.81M
5
CB icon
Chubb
CB
+$3.69M

Sector Composition

1 Industrials 16.18%
2 Financials 14.67%
3 Healthcare 12.66%
4 Consumer Staples 11.49%
5 Technology 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$692K 0.2%
15,350
-1,300
102
$675K 0.2%
6,495
+3,139
103
$671K 0.2%
11,318
-637
104
$666K 0.2%
5,005
-1,750
105
$659K 0.19%
+11,850
106
$650K 0.19%
31,894
+622
107
$620K 0.18%
6,235
-12,025
108
$614K 0.18%
9,246
-978
109
$608K 0.18%
3,315
+250
110
$553K 0.16%
5,125
111
$543K 0.16%
5,854
-406
112
$527K 0.15%
2,360
-225
113
$520K 0.15%
12,115
-405
114
$516K 0.15%
9,000
+640
115
$511K 0.15%
3,200
+377
116
$488K 0.14%
+4,475
117
$476K 0.14%
7,645
-36,315
118
$473K 0.14%
2,210
-590
119
$470K 0.14%
1,345
-210
120
$461K 0.14%
7,092
-487
121
$459K 0.13%
9,068
-250
122
$454K 0.13%
4,850
123
$446K 0.13%
3,285
-1,260
124
$429K 0.13%
1,866
+31
125
$411K 0.12%
+8,750
3 4
5
6 7