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
$420M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$677K
3
+$310K
4
LRCX icon
Lam Research
LRCX
+$234K
5
AMZN icon
Amazon
AMZN
+$227K

Top Sells

1
+$22.4M
2
+$773K
3
+$515K
4
AMGN icon
Amgen
AMGN
+$504K
5
BABA icon
Alibaba
BABA
+$496K

Sector Composition

1 Technology 23.55%
2 Healthcare 14.81%
3 Consumer Discretionary 14%
4 Financials 13.65%
5 Consumer Staples 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$690K 0.16%
12,820
-300
102
$679K 0.16%
4,250
103
$677K 0.16%
+850
104
$649K 0.15%
3,795
105
$644K 0.15%
3,190
106
$643K 0.15%
4,143
-21
107
$622K 0.15%
5,239
-4,181
108
$569K 0.14%
7,490
-95
109
$482K 0.11%
2,775
110
$480K 0.11%
10,050
-50
111
$448K 0.11%
4,270
-80
112
$375K 0.09%
4,775
-180
113
$365K 0.09%
4,511
+41
114
$357K 0.09%
1,200
115
$354K 0.08%
2,265
-20
116
$348K 0.08%
6,908
117
$347K 0.08%
1,185
118
$345K 0.08%
1,325
119
$340K 0.08%
162
-10
120
$331K 0.08%
6,864
+144
121
$328K 0.08%
11,562
-300
122
$314K 0.07%
805
-5
123
$312K 0.07%
3,348
-47
124
$307K 0.07%
2,370
-105
125
$306K 0.07%
1,580
-40
2 3 4
5
6