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
$268M
AUM Growth
-$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.53M
3
+$1.32M
4
WDAY icon
Workday
WDAY
+$1.18M
5
ELAN icon
Elanco Animal Health
ELAN
+$972K

Top Sells

1
+$1.52M
2
+$1.52M
3
+$1.43M
4
MCO icon
Moody's
MCO
+$1.41M
5
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$1.38M

Sector Composition

1 Industrials 14.7%
2 Technology 14.53%
3 Healthcare 14.24%
4 Financials 14%
5 Consumer Staples 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.92M 3.7%
251,460
-16,620
2
$8.7M 3.25%
89,140
+2,745
3
$7.8M 2.91%
59,050
-5,398
4
$7.72M 2.88%
69,896
-2,984
5
$6.93M 2.59%
48,899
-3,285
6
$6.74M 2.52%
52,216
-9,567
7
$6.4M 2.39%
63,010
-5,020
8
$5.59M 2.09%
108,060
-13,240
9
$5.59M 2.09%
42,390
+11,585
10
$5.5M 2.05%
29,167
+10,250
11
$5.24M 1.96%
30,488
-720
12
$5.22M 1.95%
69,500
+4,440
13
$4.87M 1.82%
44,389
+225
14
$4.52M 1.69%
39,060
-2,905
15
$4.52M 1.69%
41,893
-6,465
16
$4.36M 1.63%
183,163
-23,105
17
$4.32M 1.61%
28,180
-1,345
18
$4.27M 1.59%
90,960
-1,840
19
$4.15M 1.55%
61,895
-4,036
20
$3.95M 1.48%
54,200
-5,204
21
$3.94M 1.47%
46,855
-3,650
22
$3.94M 1.47%
15,027
-1,095
23
$3.8M 1.42%
27,501
-1,218
24
$3.61M 1.35%
42,092
-775
25
$3.56M 1.33%
32,711
-3,525
1
2 3 4 5