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
$369M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.57M
3
+$1.21M
4
EMR icon
Emerson Electric
EMR
+$1.03M
5
ANSS
Ansys
ANSS
+$778K

Top Sells

1
+$3.77M
2
+$2.23M
3
+$1.72M
4
HUM icon
Humana
HUM
+$1.55M
5
CCI icon
Crown Castle
CCI
+$1.01M

Sector Composition

1 Technology 32.39%
2 Healthcare 15.37%
3 Financials 13.44%
4 Consumer Discretionary 10.21%
5 Consumer Staples 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.1M 6.25%
53,634
+2,807
2
$21M 5.69%
119,607
-3,094
3
$21M 5.69%
229,190
-3,940
4
$17.4M 4.71%
21,959
-330
5
$12.4M 3.37%
60,661
-1,103
6
$12.3M 3.33%
67,368
+1,591
7
$10.5M 2.85%
24,451
+1,699
8
$10.5M 2.84%
58,950
-771
9
$9.7M 2.63%
19,924
-225
10
$9.04M 2.45%
59,230
-5,099
11
$8.36M 2.27%
11,217
-167
12
$8.34M 2.26%
61,900
+12,820
13
$8.31M 2.25%
29,340
-390
14
$7.08M 1.92%
18,082
-449
15
$7M 1.9%
38,461
-136
16
$6.57M 1.78%
32,833
+1,869
17
$5.99M 1.62%
3,952
+153
18
$5.97M 1.62%
23,811
+338
19
$5.88M 1.59%
36,489
-984
20
$5.49M 1.49%
26,048
+681
21
$5.47M 1.48%
40,966
-320
22
$5.4M 1.46%
31,814
-70
23
$5.09M 1.38%
10,118
+114
24
$5.04M 1.37%
10,670
-107
25
$5.02M 1.36%
24,182
+545
1
2 3 4 5