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
$217M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.48%
2 Communication Services 3.43%
3 Consumer Staples 2.73%
4 Industrials 2.72%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.49M 0.68%
+37,629
27
$1.38M 0.63%
+26,180
28
$1.33M 0.61%
+21,224
29
$1.28M 0.59%
+33,726
30
$1.28M 0.59%
+33,753
31
$1.25M 0.57%
+16,029
32
$1.24M 0.57%
+16,907
33
$974K 0.45%
+25,340
34
$945K 0.43%
+8,682
35
$936K 0.43%
+15,640
36
$807K 0.37%
+31,412
37
$750K 0.34%
+7,167
38
$675K 0.31%
+16,307
39
$653K 0.3%
+13,916
40
$642K 0.3%
+3,618
41
$615K 0.28%
+6,662
42
$599K 0.28%
+6,519
43
$589K 0.27%
+11,336
44
$588K 0.27%
+5,366
45
$574K 0.26%
+18,483
46
$570K 0.26%
+4,414
47
$563K 0.26%
+4,942
48
$557K 0.26%
+5,122
49
$556K 0.26%
+5,031
50
$548K 0.25%
+16,100