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
$415M
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$806K
3
+$478K
4
AVGO icon
Broadcom
AVGO
+$471K
5
GEV icon
GE Vernova
GEV
+$454K

Top Sells

1
+$3.49M
2
+$1.41M
3
+$608K
4
STZ icon
Constellation Brands
STZ
+$540K
5
AAPL icon
Apple
AAPL
+$247K

Sector Composition

1 Technology 34.75%
2 Financials 16.27%
3 Healthcare 11.42%
4 Consumer Discretionary 10.78%
5 Industrials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$289K 0.07%
11,390
-150
102
$284K 0.07%
4,210
-215
103
$268K 0.06%
+2,750
104
$259K 0.06%
1,581
+100
105
$258K 0.06%
324
106
$248K 0.06%
+3,205
107
$241K 0.06%
65
108
$225K 0.05%
1,908
109
$225K 0.05%
2,549
+50
110
$224K 0.05%
+1,815
111
$217K 0.05%
+866
112
– –
-2,942
1 2 3 4
5