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
$280M
AUM Growth
-$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$471K
2 +$390K
3 +$359K
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$251K
5
SPGI icon
S&P Global
SPGI
+$232K

Top Sells

1 +$1.04M
2 +$954K
3 +$655K
4
META icon
Meta Platforms (Facebook)
META
+$512K
5
MA icon
Mastercard
MA
+$472K

Sector Composition

1 Technology 22.54%
2 Healthcare 17.52%
3 Consumer Staples 13.52%
4 Financials 13.34%
5 Consumer Discretionary 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,698
127
-2,370
128
-5,608
129
-805
130
-3,361
131
-2,161
132
-3,348
133
-2,768
134
-1,815