CAM

Cypress Asset Management Portfolio holdings

AUM $455M
1-Year Est. Return 26.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.44M
3
+$1.14M
4
EMR icon
Emerson Electric
EMR
+$917K
5
ANSS
Ansys
ANSS
+$759K

Top Sells

1
+$3.43M
2
+$2.08M
3
+$1.55M
4
CCI icon
Crown Castle
CCI
+$1.01M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$736K

Sector Composition

1 Technology 32.39%
2 Healthcare 15.37%
3 Financials 13.44%
4 Consumer Discretionary 10.21%
5 Consumer Staples 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$257K 0.07%
+2,115
102
$253K 0.07%
1,555
-13,655
103
$246K 0.07%
78
104
$238K 0.06%
1,200
-25
105
$229K 0.06%
1,175
-225
106
$226K 0.06%
1,400
107
$216K 0.06%
4,650
-3,775
108
$212K 0.06%
540
109
$208K 0.06%
+1,330
110
$205K 0.06%
+3,000
111
– –
-2,035
112
– –
-2,545
113
– –
-2,830
114
– –
-8,780
115
– –
-5,748
116
– –
-2,495
117
– –
-2,650
118
– –
-3,382
119
– –
-10,225
1 2 3 4
5