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
$294M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.27M
3
+$1.02M
4
CRM icon
Salesforce
CRM
+$974K
5
ELAN icon
Elanco Animal Health
ELAN
+$660K

Top Sells

1
+$1.11M
2
+$992K
3
+$868K
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$859K
5
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$849K

Sector Composition

1 Technology 15.51%
2 Industrials 15.22%
3 Healthcare 14.54%
4 Financials 13.73%
5 Consumer Staples 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-5,200
152
– –
-4,012
153
– –
-2,149
154
– –
-11,780
3 4 5 6
7