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
$338M
AUM Growth
-$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.35M
3
+$2.9M
4
V icon
Visa
V
+$2.42M
5
AMZN icon
Amazon
AMZN
+$2.02M

Top Sells

1
+$4.16M
2
+$3.56M
3
+$3.22M
4
IBB icon
iShares Biotechnology ETF
IBB
+$2.63M
5
WRK
WestRock Company
WRK
+$1.92M

Sector Composition

1 Industrials 15.37%
2 Financials 15.2%
3 Technology 12.49%
4 Healthcare 11.28%
5 Consumer Staples 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$751K 0.22%
9,701
+455
102
$730K 0.22%
+9,964
103
$729K 0.22%
+2,440
104
$727K 0.22%
14,535
-75
105
$716K 0.21%
9,015
-2,620
106
$702K 0.21%
14,175
-250
107
$701K 0.21%
+9,535
108
$698K 0.21%
40,469
+29,107
109
$692K 0.2%
5,485
-910
110
$683K 0.2%
6,005
-150
111
$680K 0.2%
72,500
-500
112
$677K 0.2%
5,005
113
$667K 0.2%
15,173
+8,330
114
$665K 0.2%
7,049
+1,195
115
$639K 0.19%
5,820
-23,950
116
$637K 0.19%
14,400
-950
117
$602K 0.18%
3,100
-100
118
$595K 0.18%
5,125
119
$586K 0.17%
3,098
+703
120
$572K 0.17%
1,860
+515
121
$542K 0.16%
2,210
122
$520K 0.15%
14,726
+4,524
123
$516K 0.15%
11,995
-120
124
$507K 0.15%
4,986
+1,863
125
$503K 0.15%
1,850
-16
3 4
5
6 7