CAM
Cypress Asset Management Portfolio holdings
AUM
$440M
1-Year Est. Return
22.19%
1 Year Est. Return
+22.19%
AUM
$415M
AUM Growth
+$42M
(+11%)
Holding
112
Top Buys
| 1 | +$2.43M | |
| 2 | +$962K | |
| 3 | +$598K | |
| 4 |
GE Vernova
GEV
|
+$577K |
| 5 |
Costco
COST
|
+$476K |
Top Sells
| 1 | +$3.76M | |
| 2 | +$1.51M | |
| 3 | +$599K | |
| 4 |
Constellation Brands
STZ
|
+$540K |
| 5 |
Apple
AAPL
|
+$251K |
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
Coterra Energy
CTRA
$20.1B
| $289K | 0.07% |
11,390
-150
|
|
||
102
Mondelez International
MDLZ
$73.4B
| $284K | 0.07% |
4,210
-215
|
|
||
103
Lam Research
LRCX
$186B
| $268K | 0.06% |
+2,750
|
|
||
104
Keysight
KEYS
$30.8B
| $259K | 0.06% |
1,581
+100
|
|
||
105
Equinix
EQIX
$77.1B
| $258K | 0.06% |
324
|
|
||
106
Marvell Technology
MRVL
$74.5B
| $248K | 0.06% |
+3,205
|
|
||
107
AutoZone
AZO
$64.2B
| $241K | 0.06% |
65
|
|
||
108
Duke Energy
DUK
$95.4B
| $225K | 0.05% |
1,908
|
|
||
109
Alcon
ALC
$38.1B
| $225K | 0.05% |
2,549
+50
|
|
||
110
Micron Technology
MU
$277B
| $224K | 0.05% |
+1,815
|
|
||
111
L3Harris
LHX
$54.1B
| $217K | 0.05% |
+866
|
|
||
|
112
Constellation Brands
STZ
$22.5B
| – | – |
-2,942
|
|