CAM

Cypress Asset Management Portfolio holdings

AUM $455M
1-Year Est. Return 26.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.79%
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 +$3.02M
2 +$2.55M
3 +$1.5M
4
CL icon
Colgate-Palmolive
CL
+$1.46M
5
SNY icon
Sanofi
SNY
+$1.33M

Top Sells

1 +$2.73M
2 +$1.15M
3 +$688K
4
HON icon
Honeywell
HON
+$474K
5
MSFT icon
Microsoft
MSFT
+$456K

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