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
$338M
AUM Growth
-$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.35M
3
+$2.9M
4
V icon
Visa
V
+$2.42M
5
AMZN icon
Amazon
AMZN
+$2.02M

Top Sells

1
+$4.16M
2
+$3.56M
3
+$3.22M
4
IBB icon
iShares Biotechnology ETF
IBB
+$2.63M
5
WRK
WestRock Company
WRK
+$1.92M

Sector Composition

1 Industrials 15.37%
2 Financials 15.2%
3 Technology 12.49%
4 Healthcare 11.28%
5 Consumer Staples 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$489K 0.14%
4,353
+917
127
$478K 0.14%
4,850
128
$463K 0.14%
+9,906
129
$458K 0.14%
9,000
130
$450K 0.13%
2,985
-300
131
$439K 0.13%
6,350
-14,406
132
$428K 0.13%
+2,480
133
$412K 0.12%
3,717
+658
134
$388K 0.11%
8,150
135
$386K 0.11%
15,921
-47,810
136
$385K 0.11%
+3,180
137
$374K 0.11%
4,725
-291
138
$370K 0.11%
3,366
+1,141
139
$368K 0.11%
2,663
+885
140
$357K 0.11%
7,438
+2,891
141
$344K 0.1%
8,150
-600
142
$327K 0.1%
+13,841
143
$327K 0.1%
4,025
144
$325K 0.1%
4,761
-800
145
$312K 0.09%
+2,067
146
$309K 0.09%
5,000
147
$302K 0.09%
3,515
+75
148
$302K 0.09%
3,740
-2,495
149
$301K 0.09%
3,075
150
$291K 0.09%
+1,425
4 5
6
7 8