CAM

Cypress Asset Management Portfolio holdings

AUM $440M
1-Year Est. Return 22.19%
This Quarter Est. Return
1 Year Est. Return
+22.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$465M
AUM Growth
+$200K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$2.56M
3
+$1.16M
4
TSM icon
TSMC
TSM
+$1.09M
5
CCI icon
Crown Castle
CCI
+$938K

Top Sells

1
+$5.96M
2
+$3.59M
3
+$1.44M
4
AAPL icon
Apple
AAPL
+$885K
5
JNJ icon
Johnson & Johnson
JNJ
+$790K

Sector Composition

1 Industrials 14.84%
2 Financials 14.29%
3 Consumer Staples 13.55%
4 Healthcare 12.55%
5 Technology 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$311K 0.07%
7,514
-2,896
152
$307K 0.07%
10,530
-2,866
153
$304K 0.07%
5,285
-2,300
154
$295K 0.06%
5,775
-300
155
$292K 0.06%
1,780
156
$289K 0.06%
1,450
157
$281K 0.06%
4,597
-183
158
$280K 0.06%
9,801
-3,499
159
$279K 0.06%
8,400
-600
160
$275K 0.06%
6,390
-2,510
161
$269K 0.06%
2,441
-725
162
$266K 0.06%
1,675
-85
163
$265K 0.06%
16,500
-42,900
164
$263K 0.06%
3,750
-200
165
$262K 0.06%
8,606
-1,237
166
$257K 0.06%
14,001
-2,904
167
$252K 0.05%
3,600
168
$245K 0.05%
1,674
169
$235K 0.05%
1,350
-15
170
$226K 0.05%
3,429
-1,050
171
$222K 0.05%
5,251
-1,054
172
$219K 0.05%
4,325
173
$216K 0.05%
4,880
-6,032
174
$214K 0.05%
6,175
-450
175
$210K 0.05%
16,411
-6,108
4 5 6
7
8