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

Top Buys

1
+$2.74M
2
+$2.03M
3
+$573K
4
SNPS icon
Synopsys
SNPS
+$531K
5
GEV icon
GE Vernova
GEV
+$457K

Top Sells

1
+$2.72M
2
+$2.01M
3
+$1.04M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$664K
5
MSFT icon
Microsoft
MSFT
+$572K

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%
295
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