CAM
Cypress Asset Management Portfolio holdings
AUM
$455M
1-Year Est. Return
26.87%
This Fund
S&P 500
1 Year Est. Return
+26.87%
AUM
$440M
AUM Growth
+$24.2M
(+5.8%)
Holding
111
Top Buys
| 1 | +$1.95M | |
| 2 | +$820K | |
| 3 | +$651K | |
| 4 |
Goldman Sachs
GS
|
+$392K |
| 5 |
Meta Platforms (Facebook)
META
|
+$214K |
Top Sells
| 1 | +$961K | |
| 2 | +$798K | |
| 3 | +$659K | |
| 4 |
Apple
AAPL
|
+$646K |
| 5 |
Freeport-McMoran
FCX
|
+$407K |
Sector Composition
| 1 | Technology | 36.42% |
| 2 | Financials | 16.01% |
| 3 | Healthcare | 10.65% |
| 4 | Industrials | 10.5% |
| 5 | Consumer Discretionary | 10.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.28T
| $32.9M | 7.48% |
176,126
-5,513
|
|
||
|
2
Apple
AAPL
$3.73T
| $27.8M | 6.31% |
109,003
-2,860
|
|
||
3
Microsoft
MSFT
$2.76T
| $27.4M | 6.22% |
52,811
-788
|
|
||
4
Broadcom
AVGO
$1.48T
| $23M | 5.23% |
69,623
-515
|
|
||
5
JPMorgan Chase
JPM
$794B
| $18.7M | 4.26% |
59,335
-538
|
|
||
6
Eli Lilly
LLY
$837B
| $17.3M | 3.94% |
22,701
-243
|
|
||
7
Amazon
AMZN
$2.27T
| $15.1M | 3.44% |
68,843
-353
|
|
||
8
Mercado Libre
MELI
$86.9B
| $12.8M | 2.91% |
5,475
+80
|
|
||
9
Berkshire Hathaway Class B
BRK.B
$1.04T
| $12.6M | 2.88% |
25,136
-151
|
|
||
10
Alphabet (Google) Class C
GOOG
$3.56T
| $11.4M | 2.6% |
46,980
-447
|
|
||
|
11
Goldman Sachs
GS
$254B
| $11.1M | 2.54% |
13,996
+529
|
|
||
12
Costco
COST
$442B
| $11.1M | 2.53% |
12,037
+167
|
|
||
13
Mastercard
MA
$441B
| $10.4M | 2.37% |
18,314
-307
|
|
||
|
14
Meta Platforms (Facebook)
META
$1.47T
| $9.82M | 2.23% |
13,371
+287
|
|
||
15
Visa
V
$574B
| $9.22M | 2.1% |
27,013
-518
|
|
||
16
Analog Devices
ADI
$158B
| $8.09M | 1.84% |
32,945
-670
|
|
||
17
Home Depot
HD
$330B
| $7.11M | 1.62% |
17,545
-155
|
|
||
18
PepsiCo
PEP
$211B
| $7.01M | 1.6% |
49,934
-932
|
|
||
19
Johnson & Johnson
JNJ
$591B
| $6.22M | 1.41% |
33,538
-341
|
|
||
20
TSMC
TSM
$1.8T
| $5.98M | 1.36% |
21,402
+512
|
|
||
21
Union Pacific
UNP
$146B
| $5.71M | 1.3% |
24,166
-170
|
|
||
22
Linde
LIN
$228B
| $5.38M | 1.22% |
11,331
+26
|
|
||
23
RTX Corp
RTX
$263B
| $5.27M | 1.2% |
31,469
-324
|
|
||
24
Advanced Micro Devices
AMD
$343B
| $5.26M | 1.2% |
32,485
-194
|
|
||
25
Honeywell
HON
$145B
| $5.23M | 1.19% |
24,835
-259
|
|