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
$289M
AUM Growth
-$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$729K
2
+$484K
3
+$482K
4
AVGO icon
Broadcom
AVGO
+$482K
5
IFF icon
International Flavors & Fragrances
IFF
+$356K

Top Sells

1
+$547K
2
+$458K
3
+$413K
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$403K
5
HD icon
Home Depot
HD
+$388K

Sector Composition

1 Technology 17.89%
2 Financials 14.32%
3 Industrials 14.23%
4 Healthcare 14.1%
5 Consumer Staples 11.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$544K 0.19%
1,430
-410
102
$484K 0.17%
+2,318
103
$482K 0.17%
+17,450
104
$458K 0.16%
1,650
-210
105
$445K 0.15%
7,975
106
$440K 0.15%
2,100
-25
107
$431K 0.15%
3,750
108
$431K 0.15%
7,975
-400
109
$425K 0.15%
2,050
+50
110
$393K 0.14%
7,125
+75
111
$370K 0.13%
3,125
+125
112
$360K 0.12%
7,983
113
$356K 0.12%
4,650
-100
114
$356K 0.12%
+2,900
115
$352K 0.12%
3,430
-100
116
$343K 0.12%
2,041
-285
117
$340K 0.12%
4,583
-1,100
118
$339K 0.12%
4,480
-100
119
$339K 0.12%
4,280
120
$309K 0.11%
285
121
$292K 0.1%
4,061
-7,611
122
$290K 0.1%
5,500
123
$290K 0.1%
775
-25
124
$288K 0.1%
5,812
-700
125
$251K 0.09%
1,620
2 3 4
5
6