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
$341M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$1.92M
3
+$1.8M
4
PYPL icon
PayPal
PYPL
+$1.29M
5
AMZN icon
Amazon
AMZN
+$905K

Top Sells

1
+$5.25M
2
+$4.49M
3
+$4.19M
4
DEO icon
Diageo
DEO
+$3.81M
5
CB icon
Chubb
CB
+$3.69M

Sector Composition

1 Industrials 16.18%
2 Financials 14.67%
3 Healthcare 12.66%
4 Consumer Staples 11.49%
5 Technology 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$256K 0.08%
18,555
+2,144
152
$253K 0.07%
5,775
153
$250K 0.07%
3,600
154
$248K 0.07%
1,450
155
$246K 0.07%
+19,750
156
$244K 0.07%
+2,275
157
$235K 0.07%
2,225
-216
158
$233K 0.07%
+7,025
159
$231K 0.07%
+3,567
160
$223K 0.07%
4,547
-2,075
161
$220K 0.06%
9,164
-637
162
$218K 0.06%
6,843
-671
163
$209K 0.06%
7,100
-1,300
164
$206K 0.06%
1,210
-140
165
$203K 0.06%
2,770
-659
166
$200K 0.06%
+11,362
167
$193K 0.06%
+13,259
168
$183K 0.05%
12,182
-12,971
169
– –
-1,675
170
– –
-4,880
171
– –
-4,350
172
– –
-5,251
173
– –
-1,780
174
– –
-6,175
175
– –
-1,175
4 5 6
7
8