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
$268M
AUM Growth
-$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.53M
3
+$1.32M
4
WDAY icon
Workday
WDAY
+$1.18M
5
ELAN icon
Elanco Animal Health
ELAN
+$972K

Top Sells

1
+$1.52M
2
+$1.52M
3
+$1.43M
4
MCO icon
Moody's
MCO
+$1.41M
5
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$1.38M

Sector Composition

1 Industrials 14.7%
2 Technology 14.53%
3 Healthcare 14.24%
4 Financials 14%
5 Consumer Staples 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$557K 0.21%
14,310
-690
102
$548K 0.2%
4,167
-196
103
$544K 0.2%
3,430
-215
104
$538K 0.2%
2,160
-50
105
$509K 0.19%
11,745
-250
106
$497K 0.19%
4,600
-200
107
$472K 0.18%
7,684
-1,436
108
$457K 0.17%
4,950
-75
109
$449K 0.17%
1,835
-25
110
$437K 0.16%
9,400
+150
111
$428K 0.16%
10,579
-2,270
112
$414K 0.15%
+3,025
113
$394K 0.15%
3,420
-835
114
$374K 0.14%
8,520
-1,323
115
$369K 0.14%
17,113
-496
116
$358K 0.13%
8,000
-150
117
$340K 0.13%
3,825
-200
118
$339K 0.13%
2,270
-115
119
$338K 0.13%
2,025
-10
120
$337K 0.13%
+2,960
121
$323K 0.12%
3,345
-1,860
122
$320K 0.12%
4,750
-250
123
$320K 0.12%
3,712
-583
124
$319K 0.12%
4,255
+584
125
$297K 0.11%
5,200
-700
3 4
5
6 7