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

Top Buys

1
+$50.8K
2
+$40.3K
3
+$37.3K
4
MDT icon
Medtronic
MDT
+$36.2K
5
JPM icon
JPMorgan Chase
JPM
+$35.9K

Top Sells

1
+$185K
2
+$143K
3
+$134K
4
BABA icon
Alibaba
BABA
+$103K
5
INTC icon
Intel
INTC
+$96.2K

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%
8,293
-48
133
$219K 0.06%
7,285
134
$209K 0.05%
915
2 3 4 5
6