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
$420M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$675K
3
+$260K
4
AMZN icon
Amazon
AMZN
+$233K
5
LRCX icon
Lam Research
LRCX
+$204K

Top Sells

1
+$773K
2
+$609K
3
+$485K
4
AMGN icon
Amgen
AMGN
+$473K
5
VZ icon
Verizon
VZ
+$270K

Sector Composition

1 Technology 23.55%
2 Healthcare 14.81%
3 Consumer Discretionary 14%
4 Financials 13.65%
5 Consumer Staples 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$297K 0.07%
1,395
-275
127
$296K 0.07%
3,325
-150
128
$286K 0.07%
1,730
-31
129
$274K 0.07%
1,990
-100
130
$272K 0.06%
8,045
-248
131
$258K 0.06%
7,008
-45
132
$234K 0.06%
+3,250
133
$221K 0.05%
3,648
-825
134
$215K 0.05%
+4,575
135
$212K 0.05%
915
136
$207K 0.05%
+1,000
137
$203K 0.05%
+1,240
138
– –
-7,285
139
– –
-6,095
2 3 4 5
6