CAM

Cypress Asset Management Portfolio holdings

AUM $415M
1-Year Est. Return 18.54%
This Quarter Est. Return
1 Year Est. Return
+18.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
-$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$1.96M
3
+$710K
4
AMZN icon
Amazon
AMZN
+$655K
5
XLNX
Xilinx Inc
XLNX
+$646K

Top Sells

1
+$3.72M
2
+$1.96M
3
+$1.08M
4
RTX icon
RTX Corp
RTX
+$788K
5
CVX icon
Chevron
CVX
+$719K

Sector Composition

1 Technology 17.04%
2 Industrials 14.54%
3 Financials 14.45%
4 Healthcare 14.39%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$529K 0.18%
5,683
-5,899
102
$525K 0.18%
127,800
+76,600
103
$518K 0.18%
17,250
+750
104
$482K 0.16%
2,125
105
$458K 0.16%
1,870
-265
106
$437K 0.15%
2,326
-600
107
$433K 0.15%
3,750
-75
108
$425K 0.15%
8,375
-900
109
$422K 0.14%
7,975
-25
110
$414K 0.14%
3,530
-25
111
$409K 0.14%
2,000
-25
112
$403K 0.14%
7,190
-19,350
113
$376K 0.13%
4,538
-2,065
114
$370K 0.13%
3,000
115
$370K 0.13%
7,050
+125
116
$355K 0.12%
4,750
117
$338K 0.12%
7,983
-100
118
$333K 0.11%
4,580
-1,765
119
$331K 0.11%
4,280
+1,290
120
$321K 0.11%
6,512
-9,615
121
$318K 0.11%
1,595
-325
122
$313K 0.11%
285
-10
123
$268K 0.09%
1,600
124
$258K 0.09%
800
-370
125
$248K 0.08%
1,760
-785
2 3 4
5
6