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
$102M
AUM Growth
-$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$262K
2
+$250K
3
+$239K
4
KMB icon
Kimberly-Clark
KMB
+$237K
5
PFE icon
Pfizer
PFE
+$228K

Top Sells

1
+$43.9M
2
+$26.1M
3
+$24.4M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$23.6M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$8.65M

Sector Composition

1 Technology 20.26%
2 Communication Services 12.2%
3 Industrials 11.27%
4 Healthcare 10.37%
5 Consumer Staples 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 1.52%
11,072
+1,452
27
$1.53M 1.5%
6,633
+868
28
$1.52M 1.49%
10,293
+1,493
29
$1.52M 1.49%
9,225
+1,285
30
$1.51M 1.48%
10,564
+1,751
31
$1.51M 1.47%
20,790
-134
32
$1.47M 1.44%
26,250
+4,266
33
$1.45M 1.41%
36,920
+5,809
34
$1.44M 1.4%
23,567
+3,531
35
$1.43M 1.39%
5,893
+346
36
$1.42M 1.39%
13,871
-100
37
$1.42M 1.38%
18,221
+2,461
38
$1.4M 1.36%
24,873
+3,774
39
$1.39M 1.36%
10,408
+1,770
40
$1.23M 1.2%
65,719
-485
41
$949K 0.93%
36,390
+5,710
42
$878K 0.86%
3,241
+225
43
$808K 0.79%
10,098
-76
44
$767K 0.75%
16,047
-111
45
$562K 0.55%
38,556
-270
46
$548K 0.54%
13,797
-103
47
$225K 0.22%
9,353
+130
48
$57K 0.06%
3,848
+880
49
$56K 0.05%
+1,012
50
$55K 0.05%
158
+43
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2
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