CC

Cypress Capital Portfolio holdings

AUM $344M
1-Year Est. Return 9.1%
This Quarter Est. Return
1 Year Est. Return
+9.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$816M
AUM Growth
-$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$2.05M
2 +$1.18M
3 +$873K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$469K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$430K

Sector Composition

1 Technology 23.92%
2 Healthcare 14.2%
3 Industrials 7.98%
4 Financials 4.87%
5 Communication Services 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-2,084