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
$465M
AUM Growth
+$200K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$2.56M
3
+$1.16M
4
TSM icon
TSMC
TSM
+$1.09M
5
CCI icon
Crown Castle
CCI
+$938K

Top Sells

1
+$5.96M
2
+$3.59M
3
+$1.44M
4
AAPL icon
Apple
AAPL
+$885K
5
JNJ icon
Johnson & Johnson
JNJ
+$790K

Sector Composition

1 Industrials 14.84%
2 Financials 14.29%
3 Consumer Staples 13.55%
4 Healthcare 12.55%
5 Technology 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$480K 0.1%
4,945
-190
127
$480K 0.1%
12,520
+845
128
$477K 0.1%
1,555
-95
129
$462K 0.1%
650
-220
130
$455K 0.1%
25,153
-3,466
131
$454K 0.1%
1,425
-282
132
$451K 0.1%
4,850
133
$442K 0.1%
9,318
-2,968
134
$435K 0.09%
2,517
-650
135
$434K 0.09%
3,825
136
$426K 0.09%
4,207
-888
137
$425K 0.09%
3,485
-1,139
138
$416K 0.09%
4,825
139
$393K 0.08%
6,622
-2,201
140
$390K 0.08%
1,835
+103
141
$361K 0.08%
5,950
-5,350
142
$360K 0.08%
3,625
+75
143
$351K 0.08%
3,356
+70
144
$338K 0.07%
8,433
-379
145
$335K 0.07%
5,000
146
$324K 0.07%
3,523
-788
147
$321K 0.07%
2,136
-630
148
$320K 0.07%
4,350
149
$319K 0.07%
11,904
-1,950
150
$315K 0.07%
8,250
-500
4 5
6
7 8