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
$320M
AUM Growth
+$786K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$2.18M
3
+$2M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.04M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$785K

Top Sells

1
+$2.62M
2
+$2.58M
3
+$2.32M
4
MCD icon
McDonald's
MCD
+$2.28M
5
MSFT icon
Microsoft
MSFT
+$1.83M

Sector Composition

1 Technology 6.29%
2 Healthcare 3.86%
3 Industrials 3.16%
4 Communication Services 2.62%
5 Consumer Staples 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 0.69%
25,287
+963
27
$2.18M 0.68%
+82,454
28
$2.15M 0.67%
21,943
-4,243
29
$2.14M 0.67%
12,497
-3,126
30
$2.01M 0.63%
12,941
-626
31
$2M 0.62%
+39,479
32
$1.92M 0.6%
14,684
+174
33
$1.87M 0.59%
45,885
+1,728
34
$1.69M 0.53%
43,353
+4,661
35
$1.6M 0.5%
65,445
-636
36
$1.55M 0.49%
20,392
+107
37
$1.53M 0.48%
15,247
+2,484
38
$1.52M 0.48%
14,605
-903
39
$1.47M 0.46%
14,147
-1,077
40
$1.41M 0.44%
48,062
-1,322
41
$1.15M 0.36%
2,794
-2,580
42
$1.09M 0.34%
7,240
-1,905
43
$972K 0.3%
57,493
-1,736
44
$960K 0.3%
18,562
-562
45
$959K 0.3%
25,652
+1,244
46
$958K 0.3%
7,401
-2,443
47
$769K 0.24%
12,227
-358
48
$761K 0.24%
11,970
-847
49
$547K 0.17%
7,328
-854
50
$544K 0.17%
12,029
-348
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