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
$465M
AUM Growth
+$200K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$2.51M
3
+$1.12M
4
BLK icon
Blackrock
BLK
+$1.09M
5
CCI icon
Crown Castle
CCI
+$911K

Top Sells

1
+$5.96M
2
+$3.59M
3
+$1.46M
4
AAPL icon
Apple
AAPL
+$874K
5
JNJ icon
Johnson & Johnson
JNJ
+$787K

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
176
$208K 0.04%
+1,175
177
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-4,636
178
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-1,478
179
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-1,286
180
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-35,030
181
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-9,324
182
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-3,632
183
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-11,521
184
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-104,975
185
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-3,025
186
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-4,450
187
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-11,282
188
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-20,350
4 5 6 7
8