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
$216M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Sells

1 +$8.88M
2 +$3.37M
3 +$2.19M
4
QCOM icon
Qualcomm
QCOM
+$2.09M
5
GILD icon
Gilead Sciences
GILD
+$1.74M

Sector Composition

1 Technology 7.73%
2 Communication Services 4.35%
3 Healthcare 3.59%
4 Consumer Staples 3.21%
5 Consumer Discretionary 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.32M 0.61%
4,612
+47
27
$1.25M 0.58%
11,600
-814
28
$1.25M 0.58%
+8,883
29
$1.21M 0.56%
5,326
-51
30
$1.19M 0.55%
7,778
+144
31
$1.18M 0.55%
26,035
+48
32
$1.16M 0.54%
19,779
-3,268
33
$1.16M 0.54%
8,101
-150
34
$1.15M 0.53%
16,613
+305
35
$1.14M 0.53%
18,734
-211
36
$1.14M 0.53%
18,292
+314
37
$1.13M 0.52%
14,413
-622
38
$1.11M 0.52%
8,793
+16
39
$1.1M 0.51%
6,694
-100
40
$1.1M 0.51%
56,591
-2,560
41
$1.09M 0.51%
7,389
+67
42
$1.09M 0.51%
14,236
-1,075
43
$1.03M 0.48%
8,518
+219
44
$1.02M 0.47%
29,057
-3,102
45
$1.02M 0.47%
16,956
-15,409
46
$1.01M 0.47%
18,925
+117
47
$1.01M 0.47%
4,232
-47
48
$964K 0.45%
8,756
-149
49
$941K 0.44%
5,741
+74
50
$909K 0.42%
45,427
-2,048