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
$787M
AUM Growth
+$685M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$71.9M
2
+$48.8M
3
+$46.1M
4
MSFT icon
Microsoft
MSFT
+$30.8M
5
OEF icon
iShares S&P 100 ETF
OEF
+$28.1M

Top Sells

1
+$562K
2
+$366K
3
+$57K
4
RUN icon
Sunrun
RUN
+$56K
5
BIIB icon
Biogen
BIIB
+$55K

Sector Composition

1 Technology 25.66%
2 Healthcare 14.42%
3 Industrials 8.12%
4 Financials 4.6%
5 Communication Services 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.77M 0.86%
+126,551
27
$6.72M 0.85%
47,484
+14,788
28
$6.63M 0.84%
+77,240
29
$6.37M 0.81%
+40,421
30
$5.98M 0.76%
+10,465
31
$5.73M 0.73%
+39,440
32
$5.5M 0.7%
+22,917
33
$5.29M 0.67%
+44,169
34
$5.03M 0.64%
+32,357
35
$4.77M 0.61%
+41,345
36
$4.32M 0.55%
+82,281
37
$4.18M 0.53%
+11,052
38
$3.99M 0.51%
+19,992
39
$3.89M 0.49%
+64,206
40
$3.87M 0.49%
+52,137
41
$3.64M 0.46%
+15,415
42
$3.21M 0.41%
+18,992
43
$3.01M 0.38%
+40,571
44
$2.99M 0.38%
+20,551
45
$2.86M 0.36%
26,536
+510
46
$2.86M 0.36%
7,319
+3,263
47
$2.69M 0.34%
17,145
+101
48
$2.61M 0.33%
+26,492
49
$2.5M 0.32%
+7,530
50
$2.38M 0.3%
+33,764
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