CAM
Cypress Asset Management Portfolio holdings
AUM
$415M
This Quarter Return
+25.87%
1 Year Return
+18.54%
3 Year Return
+97.32%
5 Year Return
+153.51%
10 Year Return
+349.34%
AUM
$300M
AUM Growth
+$300M
(+30%)
Cap. Flow
+$15.1M
Cap. Flow
% of AUM
5.02%
Top 10 Holdings %
Top 10 Hldgs %
30.62%
Holding
131
New
15
Increased
45
Reduced
58
Closed
2
Top Buys
| 1 |
RTX Corp
RTX
|
$2.98M |
| 2 |
Procter & Gamble
PG
|
$2.61M |
| 3 |
Colgate-Palmolive
CL
|
$1.51M |
| 4 |
Starbucks
SBUX
|
$1.47M |
| 5 |
Sanofi
SNY
|
$1.4M |
Top Sells
| 1 |
RTN
Raytheon Company
RTN
|
$2.73M |
| 2 |
iShares US Financial Services ETF
IYG
|
$1.19M |
| 3 |
Apple
AAPL
|
$810K |
| 4 |
Microsoft
MSFT
|
$511K |
| 5 |
Honeywell
HON
|
$488K |
Sector Composition
| 1 | Technology | 22.58% |
| 2 | Healthcare | 16.18% |
| 3 | Financials | 13.25% |
| 4 | Consumer Discretionary | 13.24% |
| 5 | Consumer Staples | 11.68% |