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
$420M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$677K
3
+$310K
4
LRCX icon
Lam Research
LRCX
+$234K
5
AMZN icon
Amazon
AMZN
+$227K

Top Sells

1
+$22.4M
2
+$773K
3
+$515K
4
AMGN icon
Amgen
AMGN
+$504K
5
BABA icon
Alibaba
BABA
+$496K

Sector Composition

1 Technology 23.55%
2 Healthcare 14.81%
3 Consumer Discretionary 14%
4 Financials 13.65%
5 Consumer Staples 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
– –
0
2
$18.6M 4.42%
55,180
-63
3
$13.3M 3.17%
79,960
+1,360
4
$12.3M 2.92%
84,720
-300
5
$11.9M 2.83%
68,509
-781
6
$11.8M 2.81%
74,593
-1,034
7
$10.6M 2.53%
25,631
-254
8
$9.56M 2.28%
26,610
-404
9
$8.46M 2.01%
39,061
-494
10
$8.1M 1.93%
47,326
+75
11
$7.78M 1.85%
30,088
-264
12
$7.68M 1.83%
27,811
-464
13
$7.41M 1.76%
33,654
-696
14
$7.3M 1.74%
38,708
-978
15
$7.17M 1.71%
24,566
-481
16
$7.09M 1.69%
38,759
-236
17
$7.06M 1.68%
28,020
-336
18
$6.89M 1.64%
39,219
+158
19
$6.89M 1.64%
234,390
-1,510
20
$6.63M 1.58%
4,913
-77
21
$6.2M 1.48%
42,800
+340
22
$6.09M 1.45%
37,261
-164
23
$5.8M 1.38%
19,390
-288
24
$5.59M 1.33%
26,363
-117
25
$5.49M 1.31%
9,673
-64
1
2 3 4 5