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

Top Buys

1
+$6.29M
2
+$1.92M
3
+$1.8M
4
PYPL icon
PayPal
PYPL
+$1.29M
5
AMZN icon
Amazon
AMZN
+$905K

Top Sells

1
+$5.25M
2
+$4.49M
3
+$4.19M
4
DEO icon
Diageo
DEO
+$3.81M
5
CB icon
Chubb
CB
+$3.69M

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
1
$12.9M 3.76%
306,440
-106,952
2
$9.7M 2.84%
88,197
-38,119
3
$9.29M 2.72%
67,088
-17,549
4
$8.87M 2.6%
69,188
-23,425
5
$8.82M 2.58%
80,795
-28,515
6
$8.23M 2.41%
60,747
-28,166
7
$7.35M 2.15%
80,530
-37,170
8
$7.08M 2.07%
32,815
-9,830
9
$6.76M 1.98%
52,607
-13,849
10
$6.29M 1.84%
+98,955
11
$6.06M 1.77%
17,922
-7,173
12
$5.95M 1.74%
215,850
-80,380
13
$5.9M 1.73%
33,103
-5,890
14
$5.71M 1.67%
37,737
-7,965
15
$5.63M 1.65%
107,461
-57,752
16
$5.46M 1.6%
68,993
-10,822
17
$4.96M 1.45%
62,621
-31,314
18
$4.91M 1.44%
94,355
-8,475
19
$4.6M 1.35%
71,152
+11,872
20
$4.47M 1.31%
44,474
-3,665
21
$4.29M 1.26%
21,485
-6,989
22
$4.1M 1.2%
29,946
-26,942
23
$3.93M 1.15%
51,799
+17,059
24
$3.92M 1.15%
160,282
-84,165
25
$3.9M 1.14%
34,194
-15,363
1
2 3 4 5