CAM

Cypress Asset Management Portfolio holdings

AUM $440M
1-Year Est. Return 22.19%
This Quarter Est. Return
1 Year Est. Return
+22.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$373M
AUM Growth
-$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$974K
3
+$882K
4
META icon
Meta Platforms (Facebook)
META
+$836K
5
HUBB icon
Hubbell
HUBB
+$787K

Top Sells

1
+$2.41M
2
+$1.8M
3
+$1.2M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$842K
5
CL icon
Colgate-Palmolive
CL
+$753K

Sector Composition

1 Technology 30.7%
2 Financials 16.82%
3 Healthcare 13.86%
4 Industrials 10.24%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$284K 0.08%
1,200
102
$264K 0.07%
324
103
$248K 0.07%
65
104
$241K 0.06%
1,500
-165
105
$237K 0.06%
+2,499
106
$233K 0.06%
1,908
-267
107
$231K 0.06%
1,655
+325
108
$222K 0.06%
1,481
-87
109
– –
-4,079
110
– –
-2,509
1 2 3 4
5