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
$402M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$1.06M
2 +$716K
3 +$643K
4
NDAQ icon
Nasdaq
NDAQ
+$617K
5
MSFT icon
Microsoft
MSFT
+$545K

Top Sells

1 +$1.92M
2 +$995K
3 +$584K
4
MU icon
Micron Technology
MU
+$219K
5
PNC icon
PNC Financial Services
PNC
+$218K

Sector Composition

1 Technology 33.45%
2 Healthcare 15.14%
3 Financials 13%
4 Consumer Discretionary 9.93%
5 Industrials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$249K 0.06%
1,568
-113
102
$242K 0.06%
2,100
-75
103
$214K 0.05%
68
104
$210K 0.05%
+884
105
$209K 0.05%
+295
106
-18,710
107
-1,665
108
-1,400