CAM
Cypress Asset Management Portfolio holdings
AUM
$455M
1-Year Est. Return
26.87%
This Fund
S&P 500
1 Year Est. Return
+26.87%
AUM
$440M
AUM Growth
+$24.2M
(+5.8%)
Holding
111
Top Buys
| 1 | +$1.95M | |
| 2 | +$820K | |
| 3 | +$651K | |
| 4 |
Goldman Sachs
GS
|
+$392K |
| 5 |
Meta Platforms (Facebook)
META
|
+$214K |
Top Sells
| 1 | +$961K | |
| 2 | +$798K | |
| 3 | +$659K | |
| 4 |
Apple
AAPL
|
+$646K |
| 5 |
Freeport-McMoran
FCX
|
+$407K |
Sector Composition
| 1 | Technology | 36.42% |
| 2 | Financials | 16.01% |
| 3 | Healthcare | 10.65% |
| 4 | Industrials | 10.5% |
| 5 | Consumer Discretionary | 10.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Equinix
EQIX
$97B
| $254K | 0.06% |
324
|
|
||
102
Duke Energy
DUK
$102B
| $236K | 0.05% |
1,908
|
|
||
103
Tractor Supply
TSCO
$23.8B
| $236K | 0.05% |
4,150
-2,200
|
|
||
104
Norfolk Southern
NSC
$65.1B
| $210K | 0.05% |
700
-500
|
|
||
105
Novo Nordisk
NVO
$162B
| $201K | 0.05% |
3,625
-13,628
|
|
||
106
Alcon
ALC
$36.8B
| – | – |
-2,549
|
|
||
|
ANSS
107
DELISTED
Ansys
ANSS
| – | – |
-1,877
|
|
||
108
Coterra Energy
CTRA
$25.7B
| – | – |
-11,390
|
|
||
|
109
Freeport-McMoran
FCX
$88.5B
| – | – |
-9,378
|
|
||
110
Mondelez International
MDLZ
$73.1B
| – | – |
-4,210
|
|
||
111
Workday
WDAY
$33.3B
| – | – |
-1,247
|
|