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
$386M
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$49.1K
2
+$42.5K
3
+$37.5K
4
AMAT icon
Applied Materials
AMAT
+$35.4K
5
MDT icon
Medtronic
MDT
+$35.1K

Top Sells

1
+$21.9M
2
+$179K
3
+$132K
4
EL icon
Estee Lauder
EL
+$123K
5
INTC icon
Intel
INTC
+$94.6K

Sector Composition

1 Technology 21.64%
2 Financials 15.35%
3 Healthcare 15.02%
4 Consumer Discretionary 14.35%
5 Consumer Staples 11.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
– –
0
2
$15.6M 4.04%
55,243
-125
3
$12.9M 3.35%
78,600
-300
4
$12.4M 3.21%
75,627
+229
5
$11.3M 2.94%
85,020
-1,340
6
$10.4M 2.7%
69,290
-160
7
$10.3M 2.68%
39,686
-200
8
$9.39M 2.44%
27,014
-15
9
$8.81M 2.28%
39,555
10
$8.5M 2.2%
25,885
-218
11
$8.38M 2.17%
4,990
+9
12
$7.63M 1.98%
47,251
+205
13
$6.76M 1.75%
25,047
-40
14
$6.63M 1.72%
34,350
-155
15
$6.54M 1.7%
39,061
+34
16
$6.53M 1.69%
28,275
-170
17
$6.16M 1.6%
30,352
-266
18
$5.68M 1.47%
42,460
-20
19
$5.56M 1.44%
28,356
+121
20
$5.44M 1.41%
25,639
+85
21
$5.37M 1.39%
19,678
+40
22
$5.24M 1.36%
9,097
+52
23
$5.23M 1.36%
37,425
+49
24
$5.03M 1.3%
38,995
+30
25
$4.89M 1.27%
235,900
-1,100
1
2 3 4 5