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
$338M
AUM Growth
-$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$3.36M
3
+$2.86M
4
V icon
Visa
V
+$2.35M
5
AMZN icon
Amazon
AMZN
+$1.88M

Top Sells

1
+$4.02M
2
+$3.56M
3
+$3.11M
4
IBB icon
iShares Biotechnology ETF
IBB
+$2.56M
5
WRK
WestRock Company
WRK
+$1.92M

Sector Composition

1 Industrials 15.37%
2 Financials 15.2%
3 Technology 12.49%
4 Healthcare 11.28%
5 Consumer Staples 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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177
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180
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182
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-4,995
183
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-26,870
184
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185
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-74,417
186
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-29,965
187
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4 5 6 7
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