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
$386M
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$49.1K
2 +$42.5K
3 +$37.5K
4
AMAT icon
Applied Materials
AMAT
+$35.4K
5
MDT icon
Medtronic
MDT
+$35.1K

Top Sells

1 +$21.9M
2 +$179K
3 +$132K
4
EL icon
Estee Lauder
EL
+$123K
5
INTC icon
Intel
INTC
+$94.6K

Sector Composition

1 Technology 21.64%
2 Financials 15.35%
3 Healthcare 15.02%
4 Consumer Discretionary 14.35%
5 Consumer Staples 11.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$282K 0.07%
3,475
-50
127
$280K 0.07%
2,475
128
$274K 0.07%
1,620
129
$268K 0.07%
4,473
-213
130
$241K 0.06%
7,053
131
$241K 0.06%
3,395
132
$236K 0.06%
3,470
-20
133
$219K 0.06%
7,285
134
$209K 0.05%
915