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
$388M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.23M
3
+$520K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$485K
5
EMR icon
Emerson Electric
EMR
+$440K

Top Sells

1
+$1.83M
2
+$1.03M
3
+$783K
4
NVDA icon
NVIDIA
NVDA
+$776K
5
DEO icon
Diageo
DEO
+$593K

Sector Composition

1 Technology 35.36%
2 Healthcare 15.05%
3 Financials 12.04%
4 Consumer Discretionary 9.28%
5 Consumer Staples 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.9M 7.19%
222,990
-6,200
2
$25.3M 6.5%
116,986
-2,621
3
$24.6M 6.33%
53,558
-76
4
$19.8M 5.09%
21,476
-483
5
$13.3M 3.43%
67,933
+565
6
$12.4M 3.19%
59,808
-853
7
$10.7M 2.75%
58,146
-1,084
8
$10.7M 2.75%
25,616
+1,165
9
$10.5M 2.69%
64,000
+2,100
10
$9.96M 2.56%
11,501
+284
11
$9.69M 2.5%
57,740
-1,210
12
$8.73M 2.25%
19,574
-350
13
$7.67M 1.97%
28,789
-551
14
$7.43M 1.91%
32,124
-709
15
$6.64M 1.71%
4,019
+67
16
$6.33M 1.63%
17,997
-85
17
$6.26M 1.61%
31,364
-450
18
$6.13M 1.58%
37,540
-921
19
$5.74M 1.48%
24,096
-86
20
$5.65M 1.45%
24,281
+470
21
$5.64M 1.45%
25,928
-120
22
$5.44M 1.4%
36,435
-54
23
$5.36M 1.38%
10,312
+194
24
$5.25M 1.35%
28,187
-635
25
$5.16M 1.33%
41,014
+48
1
2 3 4 5