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
$268M
AUM Growth
-$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.6M
3
+$1.41M
4
WDAY icon
Workday
WDAY
+$1.05M
5
ELAN icon
Elanco Animal Health
ELAN
+$1.01M

Top Sells

1
+$1.69M
2
+$1.52M
3
+$1.52M
4
BK icon
Bank of New York Mellon
BK
+$1.43M
5
MCO icon
Moody's
MCO
+$1.41M

Sector Composition

1 Industrials 14.7%
2 Technology 14.53%
3 Healthcare 14.24%
4 Financials 14%
5 Consumer Staples 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
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