CAM
Cypress Asset Management Portfolio holdings
AUM
$415M
1-Year Est. Return
18.54%
1 Year Est. Return
+18.54%
AUM
$373M
AUM Growth
-$29.5M
(-7.3%)
Holding
110
Top Buys
| 1 | +$1.72M | |
| 2 | +$974K | |
| 3 | +$882K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$836K |
| 5 |
Hubbell
HUBB
|
+$787K |
Top Sells
| 1 | +$2.41M | |
| 2 | +$1.8M | |
| 3 | +$1.2M | |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
+$842K |
| 5 |
Colgate-Palmolive
CL
|
+$753K |
Sector Composition
| 1 | Technology | 30.7% |
| 2 | Financials | 16.82% |
| 3 | Healthcare | 13.86% |
| 4 | Industrials | 10.24% |
| 5 | Consumer Discretionary | 10.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.74T
| $25.1M | 6.73% |
113,084
-1,786
|
|
||
2
Microsoft
MSFT
$3.82T
| $20.1M | 5.38% |
53,537
+32
|
|
||
3
NVIDIA
NVDA
$4.46T
| $19.6M | 5.26% |
181,212
-6,111
|
|
||
4
Eli Lilly
LLY
$720B
| $18.5M | 4.96% |
22,438
+466
|
|
||
5
JPMorgan Chase
JPM
$810B
| $14.5M | 3.89% |
59,238
-291
|
|
||
6
Berkshire Hathaway Class B
BRK.B
$1.06T
| $13.5M | 3.61% |
25,319
-23
|
|
||
7
Amazon
AMZN
$2.27T
| $13M | 3.47% |
68,179
+612
|
|
||
8
Broadcom
AVGO
$1.65T
| $11.4M | 3.05% |
67,970
+469
|
|
||
9
Costco
COST
$415B
| $10.8M | 2.89% |
11,389
-152
|
|
||
10
Mastercard
MA
$507B
| $10.3M | 2.77% |
18,863
-557
|
|
||
11
Visa
V
$664B
| $9.77M | 2.62% |
27,871
-720
|
|
||
12
Alphabet (Google) Class C
GOOG
$3.07T
| $8.74M | 2.34% |
55,949
-1,266
|
|
||
13
Mercado Libre
MELI
$103B
| $8.71M | 2.33% |
4,464
+85
|
|
||
14
PepsiCo
PEP
$210B
| $7.77M | 2.08% |
51,816
-3,818
|
|
||
15
Goldman Sachs
GS
$232B
| $7.19M | 1.93% |
13,161
+1,139
|
|
||
|
16
Meta Platforms (Facebook)
META
$1.8T
| $6.79M | 1.82% |
11,780
+1,450
|
|
||
17
Analog Devices
ADI
$119B
| $6.72M | 1.8% |
33,299
-27
|
|
||
18
Home Depot
HD
$390B
| $6.47M | 1.73% |
17,645
-139
|
|
||
19
Union Pacific
UNP
$134B
| $5.72M | 1.53% |
24,216
-166
|
|
||
20
Johnson & Johnson
JNJ
$465B
| $5.47M | 1.47% |
32,989
-3,137
|
|
||
21
Honeywell
HON
$129B
| $5.3M | 1.42% |
25,044
-580
|
|
||
22
UnitedHealth
UNH
$323B
| $5.29M | 1.42% |
10,096
-62
|
|
||
23
Linde
LIN
$211B
| $5.16M | 1.38% |
11,080
+428
|
|
||
24
Zoetis
ZTS
$63.8B
| $4.79M | 1.28% |
29,095
+1,548
|
|
||
25
Qualcomm
QCOM
$176B
| $4.57M | 1.22% |
29,742
-1,446
|
|