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
$403M
AUM Growth
+$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$1.93M
3
+$559K
4
SNPS icon
Synopsys
SNPS
+$549K
5
MELI icon
Mercado Libre
MELI
+$460K

Top Sells

1
+$2.74M
2
+$950K
3
+$671K
4
MSFT icon
Microsoft
MSFT
+$562K
5
KO icon
Coca-Cola
KO
+$467K

Sector Composition

1 Technology 34%
2 Financials 15.15%
3 Healthcare 13.1%
4 Consumer Discretionary 9.83%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$263K 0.07%
2,950
102
$253K 0.06%
535
-5
103
$252K 0.06%
1,568
104
$234K 0.06%
2,175
+75
105
$208K 0.05%
65
-3
106
– –
-4,645
107
– –
-884
1 2 3 4
5