CC

Cypress Capital Portfolio holdings

AUM $350M
1-Year Est. Return 9.88%
This Quarter Est. Return
1 Year Est. Return
+9.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$350M
AUM Growth
+$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$2.5M
3
+$1.69M
4
EXEL icon
Exelixis
EXEL
+$737K
5
CALM icon
Cal-Maine
CALM
+$722K

Top Sells

1
+$8.9M
2
+$3.62M
3
+$1.95M
4
AVGO icon
Broadcom
AVGO
+$1.47M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.34M

Sector Composition

1 Technology 9.18%
2 Healthcare 4.45%
3 Consumer Discretionary 3.82%
4 Communication Services 3.05%
5 Consumer Staples 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PULS icon
26
PGIM Ultra Short Bond ETF
PULS
$13.5B
$2.59M 0.74%
52,068
+8,261
LMT icon
27
Lockheed Martin
LMT
$135B
$2.53M 0.72%
5,068
-191
IEF icon
28
iShares 7-10 Year Treasury Bond ETF
IEF
$45.9B
$2.53M 0.72%
26,209
+208
LOW icon
29
Lowe's Companies
LOW
$156B
$2.52M 0.72%
10,037
-333
NTAP icon
30
NetApp
NTAP
$20.6B
$2.48M 0.71%
20,948
-9,602
MCD icon
31
McDonald's
MCD
$219B
$2.48M 0.71%
8,155
-282
MSFT icon
32
Microsoft
MSFT
$3.42T
$2.44M 0.7%
4,706
-85
QCOM icon
33
Qualcomm
QCOM
$171B
$2.43M 0.7%
14,627
-467
PG icon
34
Procter & Gamble
PG
$338B
$2.4M 0.69%
15,630
-438
AMGN icon
35
Amgen
AMGN
$178B
$2.35M 0.67%
8,335
-270
GOOG icon
36
Alphabet (Google) Class C
GOOG
$3.99T
$2.22M 0.64%
9,123
-59
XOM icon
37
Exxon Mobil
XOM
$548B
$2.18M 0.62%
19,373
-388
MRK icon
38
Merck
MRK
$270B
$2.14M 0.61%
25,514
-875
SBUX icon
39
Starbucks
SBUX
$106B
$2.13M 0.61%
25,214
-813
BMY icon
40
Bristol-Myers Squibb
BMY
$112B
$2.09M 0.6%
46,392
-1,571
GIS icon
41
General Mills
GIS
$23.7B
$2M 0.57%
39,662
-1,221
LRCX icon
42
Lam Research
LRCX
$280B
$1.98M 0.57%
14,824
-7,089
VTIP icon
43
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.3B
$1.97M 0.56%
38,852
+2,825
CMCSA icon
44
Comcast
CMCSA
$101B
$1.77M 0.51%
56,474
-2,364
NXT icon
45
Nextpower Inc
NXT
$14.3B
$1.73M 0.49%
23,343
-1,072
SCHW icon
46
Charles Schwab
SCHW
$184B
$1.69M 0.48%
+17,692
TPR icon
47
Tapestry
TPR
$26.7B
$1.57M 0.45%
13,829
-134
CL icon
48
Colgate-Palmolive
CL
$68.1B
$1.51M 0.43%
18,873
-626
SHOP icon
49
Shopify
SHOP
$203B
$1.49M 0.43%
10,000
VCSH icon
50
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
$1.46M 0.42%
18,318
+10
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