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
$341M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$1.92M
3
+$1.8M
4
PYPL icon
PayPal
PYPL
+$1.29M
5
AMZN icon
Amazon
AMZN
+$905K

Top Sells

1
+$5.25M
2
+$4.49M
3
+$4.19M
4
DEO icon
Diageo
DEO
+$3.81M
5
CB icon
Chubb
CB
+$3.69M

Sector Composition

1 Industrials 16.18%
2 Financials 14.67%
3 Healthcare 12.66%
4 Consumer Staples 11.49%
5 Technology 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$411K 0.12%
2,395
-122
127
$389K 0.11%
5,016
-5,649
128
$387K 0.11%
9,480
-128,660
129
$375K 0.11%
5,561
-910
130
$374K 0.11%
3,775
-50
131
$362K 0.11%
73,000
-41,000
132
$359K 0.11%
+1,660
133
$355K 0.1%
5,695
-13,300
134
$347K 0.1%
+3,440
135
$339K 0.1%
4,025
-800
136
$334K 0.1%
5,000
137
$332K 0.1%
8,150
-100
138
$330K 0.1%
3,436
-771
139
$314K 0.09%
1,145
-280
140
$309K 0.09%
10,202
-328
141
$298K 0.09%
460
-190
142
$298K 0.09%
+4,935
143
$292K 0.09%
3,123
-362
144
$289K 0.08%
4,995
-290
145
$288K 0.08%
8,433
146
$287K 0.08%
3,075
-550
147
$284K 0.08%
3,059
-464
148
$267K 0.08%
1,778
-358
149
$266K 0.08%
14,322
+321
150
$262K 0.08%
4,597
4 5
6
7 8