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

Top Buys

1
+$6.35M
2
+$1.98M
3
+$1.78M
4
PYPL icon
PayPal
PYPL
+$1.35M
5
AMZN icon
Amazon
AMZN
+$894K

Top Sells

1
+$4.96M
2
+$4.6M
3
+$4.32M
4
DEO icon
Diageo
DEO
+$3.92M
5
CB icon
Chubb
CB
+$3.9M

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
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182
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183
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191
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-19,450
4 5 6 7
8