CAM

Cypress Asset Management Portfolio holdings

AUM $415M
1-Year Est. Return 18.54%
This Quarter Est. Return
1 Year Est. Return
+18.54%
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
+$6.27M
2
+$2.56M
3
+$1.16M
4
TSM icon
TSMC
TSM
+$1.09M
5
CCI icon
Crown Castle
CCI
+$938K

Top Sells

1
+$5.96M
2
+$3.59M
3
+$1.44M
4
AAPL icon
Apple
AAPL
+$885K
5
JNJ icon
Johnson & Johnson
JNJ
+$790K

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
1
$17.5M 3.76%
413,392
-20,908
2
$13.5M 2.91%
126,316
-5,445
3
$13.1M 2.82%
109,310
-5,040
4
$13M 2.79%
88,913
-4,177
5
$12.9M 2.78%
92,613
-5,652
6
$12.4M 2.68%
84,637
-4,780
7
$10.1M 2.17%
117,700
-1,240
8
$10M 2.16%
165,213
-9,878
9
$9.55M 2.05%
66,456
+2,096
10
$8.63M 1.86%
93,935
-5,097
11
$8.31M 1.79%
56,888
-2,215
12
$8.27M 1.78%
296,230
+224,595
13
$8.06M 1.73%
25,095
+975
14
$8.01M 1.72%
42,645
-910
15
$7.41M 1.59%
88,580
-5,778
16
$7.39M 1.59%
38,993
-1,995
17
$6.85M 1.47%
61,695
+8,445
18
$6.59M 1.42%
45,702
+1,050
19
$6.48M 1.39%
244,447
-24,812
20
$6.41M 1.38%
79,815
-3,865
21
$6.25M 1.35%
24,545
+3,193
22
$6.2M 1.33%
49,557
-2,660
23
$6.19M 1.33%
116,985
-7,650
24
$5.67M 1.22%
105,551
-4,161
25
$5.64M 1.21%
28,474
-1,720
1
2 3 4 5