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
$300M
AUM Growth
+$68.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$2.98M
2 +$2.61M
3 +$1.51M
4
SBUX icon
Starbucks
SBUX
+$1.47M
5
SNY icon
Sanofi
SNY
+$1.4M

Top Sells

1 +$2.73M
2 +$1.19M
3 +$810K
4
MSFT icon
Microsoft
MSFT
+$511K
5
HON icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-20,805