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
$386M
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$49.1K
2
+$42.5K
3
+$37.5K
4
AMAT icon
Applied Materials
AMAT
+$35.4K
5
MDT icon
Medtronic
MDT
+$35.1K

Top Sells

1
+$21.9M
2
+$179K
3
+$132K
4
EL icon
Estee Lauder
EL
+$123K
5
INTC icon
Intel
INTC
+$94.6K

Sector Composition

1 Technology 21.64%
2 Financials 15.35%
3 Healthcare 15.02%
4 Consumer Discretionary 14.35%
5 Consumer Staples 11.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$670K 0.17%
4,250
102
$666K 0.17%
9,940
-175
103
$649K 0.17%
11,915
-50
104
$630K 0.16%
4,215
105
$623K 0.16%
3,795
106
$573K 0.15%
17,610
-50
107
$551K 0.14%
3,190
108
$500K 0.13%
7,585
109
$425K 0.11%
4,350
110
$414K 0.11%
2,775
-50
111
$409K 0.11%
10,100
112
$386K 0.1%
6,908
113
$382K 0.1%
2,285
114
$378K 0.1%
11,862
-100
115
$368K 0.1%
1,670
116
$362K 0.09%
4,955
-60
117
$349K 0.09%
1,325
118
$336K 0.09%
4,470
119
$315K 0.08%
1,185
120
$312K 0.08%
6,720
-60
121
$301K 0.08%
1,761
-50
122
$292K 0.08%
172
123
$288K 0.07%
810
124
$287K 0.07%
1,200
125
$283K 0.07%
2,090
2 3 4
5
6