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
$388M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.23M
3
+$520K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$485K
5
EMR icon
Emerson Electric
EMR
+$440K

Top Sells

1
+$1.83M
2
+$1.03M
3
+$783K
4
NVDA icon
NVIDIA
NVDA
+$776K
5
DEO icon
Diageo
DEO
+$593K

Sector Composition

1 Technology 35.36%
2 Healthcare 15.05%
3 Financials 12.04%
4 Consumer Discretionary 9.28%
5 Consumer Staples 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$219K 0.06%
+1,665
102
$218K 0.06%
2,175
-1,000
103
$218K 0.06%
1,400
104
$202K 0.05%
68
-10
105
– –
-2,201
106
– –
-3,685
107
– –
-1,175
108
– –
-1,750
109
– –
-1,200
110
– –
-8,565
111
– –
-1,555
112
– –
-4,650
113
– –
-3,844
1 2 3 4
5