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
$218M
AUM Growth
-$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1 +$2.7M
2 +$1.16M
3 +$1.14M
4
VZ icon
Verizon
VZ
+$499K
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$429K

Top Sells

1 +$2.41M
2 +$1.95M
3 +$1.08M
4
CPRI icon
Capri Holdings
CPRI
+$1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$952K

Sector Composition

1 Technology 7.36%
2 Communication Services 4.27%
3 Healthcare 2.88%
4 Consumer Discretionary 2.49%
5 Consumer Staples 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.14M 0.53%
5,264
-430
27
$1.05M 0.48%
27,092
-2,295
28
$1M 0.46%
12,837
-1,073
29
$997K 0.46%
20,277
-1,650
30
$960K 0.44%
4,138
+237
31
$957K 0.44%
8,834
+538
32
$948K 0.44%
7,618
+321
33
$899K 0.41%
31,457
+1,834
34
$898K 0.41%
6,947
+360
35
$882K 0.41%
19,562
+993
36
$880K 0.4%
10,954
+565
37
$856K 0.39%
6,246
+503
38
$848K 0.39%
5,967
+319
39
$843K 0.39%
6,063
+280
40
$841K 0.39%
6,454
+271
41
$835K 0.38%
36,140
-5,120
42
$802K 0.37%
3,735
-291
43
$802K 0.37%
49,457
-4,131
44
$799K 0.37%
7,262
+738
45
$794K 0.37%
14,238
+1,057
46
$782K 0.36%
14,192
+1,240
47
$780K 0.36%
12,364
+1,038
48
$779K 0.36%
9,372
+636
49
$747K 0.34%
11,173
+857
50
$746K 0.34%
14,716
+1,274