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
$299M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.51M
3
+$1.16M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.1M
5
HUM icon
Humana
HUM
+$871K

Top Sells

1
+$2.43M
2
+$1.14M
3
+$653K
4
ABBV icon
AbbVie
ABBV
+$560K
5
PYPL icon
PayPal
PYPL
+$495K

Sector Composition

1 Technology 27.64%
2 Healthcare 16.62%
3 Financials 12.89%
4 Consumer Staples 11.97%
5 Consumer Discretionary 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$282K 0.09%
5,295
-114
102
$281K 0.09%
2,675
103
$280K 0.09%
3,175
-1,610
104
$280K 0.09%
8,625
-20,155
105
$255K 0.09%
5,748
106
$252K 0.08%
2,395
+145
107
$236K 0.08%
1,200
108
$236K 0.08%
1,781
+325
109
$235K 0.08%
324
110
$224K 0.07%
1,905
-195
111
$218K 0.07%
4,575
+300
112
$204K 0.07%
2,071
113
– –
-3,300
114
– –
-2,465
115
– –
-16,469
116
– –
-1,950
117
– –
-2,227
118
– –
-2,150
119
– –
-19,220
120
– –
-7,420
121
– –
-1,325
122
– –
-8,523
123
– –
-4,050
1 2 3 4
5