CAM

Cypress Asset Management Portfolio holdings

AUM $415M
1-Year Est. Return 18.54%
This Quarter Est. Return
1 Year Est. Return
+18.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289M
AUM Growth
-$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$729K
2
+$484K
3
+$482K
4
AVGO icon
Broadcom
AVGO
+$482K
5
IFF icon
International Flavors & Fragrances
IFF
+$356K

Top Sells

1
+$547K
2
+$458K
3
+$413K
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$403K
5
HD icon
Home Depot
HD
+$388K

Sector Composition

1 Technology 17.89%
2 Financials 14.32%
3 Industrials 14.23%
4 Healthcare 14.1%
5 Consumer Staples 11.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$251K 0.09%
1,395
-200
127
$244K 0.08%
1,350
128
$240K 0.08%
1,600
129
$231K 0.08%
3,957
+685
130
$223K 0.08%
+3,689
131
$220K 0.08%
1,550
132
$220K 0.08%
2,485
-65
133
$209K 0.07%
+4,400
134
$104K 0.04%
15,100
135
– –
-1,760
136
– –
-4,538
137
– –
-2,215
138
– –
-7,190
139
– –
-9,200
140
– –
-1,870
2 3 4 5
6