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
$226M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.45%
2 Healthcare 4.84%
3 Communication Services 3.39%
4 Consumer Staples 2.74%
5 Industrials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.18M 0.52%
+37,470
27
$1.16M 0.52%
+7,784
28
$1.16M 0.51%
+9,128
29
$1.14M 0.51%
+4,565
30
$1.14M 0.5%
+6,794
31
$1.13M 0.5%
+15,311
32
$1.13M 0.5%
+9,447
33
$1.13M 0.5%
+18,808
34
$1.11M 0.49%
+18,945
35
$1.11M 0.49%
+17,978
36
$1.11M 0.49%
+4,279
37
$1.1M 0.49%
+15,035
38
$1.09M 0.48%
+8,251
39
$1.09M 0.48%
+12,414
40
$1.08M 0.48%
+7,634
41
$1.04M 0.46%
+15,942
42
$1.03M 0.46%
+31,910
43
$1.03M 0.46%
+59,151
44
$1.03M 0.46%
+7,322
45
$1.01M 0.45%
+25,987
46
$1.01M 0.45%
+16,308
47
$998K 0.44%
+32,159
48
$992K 0.44%
+5,377
49
$986K 0.44%
+8,905
50
$979K 0.43%
+8,777