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
$816M
AUM Growth
-$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.18M
3
+$873K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$469K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$430K

Top Sells

1
+$1.88M
2
+$1.68M
3
+$1.49M
4
AAPL icon
Apple
AAPL
+$873K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$840K

Sector Composition

1 Technology 23.92%
2 Healthcare 14.2%
3 Industrials 7.98%
4 Financials 4.87%
5 Communication Services 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.79M 1.08%
163,420
27
$8.19M 1%
19,957
-105
28
$7.93M 0.97%
233,708
-13,357
29
$6.13M 0.75%
20,010
+18
30
$6.04M 0.74%
10,219
-263
31
$5.95M 0.73%
22,917
32
$5.81M 0.71%
77,240
33
$5.35M 0.66%
40,421
34
$5.31M 0.65%
39,440
35
$5.02M 0.62%
81,011
-1,270
36
$4.66M 0.57%
41,345
37
$4.42M 0.54%
44,169
38
$4.38M 0.54%
26,998
+183
39
$3.94M 0.48%
26,492
40
$3.84M 0.47%
55,275
-1,449
41
$3.84M 0.47%
32,357
42
$3.74M 0.46%
64,340
-2,672
43
$3.65M 0.45%
7,161
+330
44
$3.64M 0.45%
40,571
45
$3.61M 0.44%
10,932
-20
46
$3.44M 0.42%
15,415
47
$3.32M 0.41%
20,730
48
$3.16M 0.39%
33,764
49
$2.98M 0.37%
16,930
+3
50
$2.81M 0.34%
20,551
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