CAM

Cypress Asset Management Portfolio holdings

AUM $455M
1-Year Est. Return 26.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$415M
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$806K
3
+$478K
4
AVGO icon
Broadcom
AVGO
+$471K
5
GEV icon
GE Vernova
GEV
+$454K

Top Sells

1
+$3.49M
2
+$1.41M
3
+$608K
4
STZ icon
Constellation Brands
STZ
+$540K
5
AAPL icon
Apple
AAPL
+$247K

Sector Composition

1 Technology 34.75%
2 Financials 16.27%
3 Healthcare 11.42%
4 Consumer Discretionary 10.78%
5 Industrials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.7M 6.91%
181,639
+427
2
$26.7M 6.42%
53,599
+62
3
$23M 5.53%
111,863
-1,221
4
$19.3M 4.65%
70,138
+2,168
5
$17.9M 4.31%
22,944
+506
6
$17.4M 4.18%
59,873
+635
7
$15.2M 3.66%
69,196
+1,017
8
$14.1M 3.39%
5,395
+931
9
$12.3M 2.96%
25,287
-32
10
$11.8M 2.83%
11,870
+481
11
$10.5M 2.52%
18,621
-242
12
$9.77M 2.35%
27,531
-340
13
$9.66M 2.33%
13,084
+1,304
14
$9.53M 2.29%
13,467
+306
15
$8.41M 2.03%
47,427
-8,522
16
$8M 1.93%
33,615
+316
17
$6.72M 1.62%
50,866
-950
18
$6.49M 1.56%
17,700
+55
19
$5.84M 1.41%
25,094
+50
20
$5.6M 1.35%
24,336
+120
21
$5.3M 1.28%
11,305
+225
22
$5.18M 1.25%
33,879
+890
23
$4.99M 1.2%
24,387
+517
24
$4.74M 1.14%
29,742
25
$4.73M 1.14%
20,890
+20
1
2 3 4 5