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
$348M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$3.19M
3
+$2.59M
4
MCD icon
McDonald's
MCD
+$2.5M
5
LMT icon
Lockheed Martin
LMT
+$2.36M

Top Sells

1
+$2.31M
2
+$2.15M
3
+$1.69M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$959K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$778K

Sector Composition

1 Technology 7.55%
2 Healthcare 3.99%
3 Consumer Discretionary 3.56%
4 Industrials 3.08%
5 Consumer Staples 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 0.68%
+5,132
27
$2.34M 0.67%
25,853
+566
28
$2.31M 0.66%
19,411
+551
29
$2.25M 0.65%
12,526
+79
30
$2.23M 0.64%
12,412
+273
31
$2.22M 0.64%
73,181
-9,273
32
$2.19M 0.63%
13,230
+289
33
$2.18M 0.63%
+46,409
34
$2.12M 0.61%
33,091
+837
35
$2.05M 0.59%
26,722
+328
36
$2.02M 0.58%
15,084
+400
37
$2.01M 0.58%
39,630
+151
38
$1.9M 0.55%
78,513
+13,068
39
$1.75M 0.5%
14,494
-111
40
$1.74M 0.5%
47,420
+1,535
41
$1.56M 0.45%
20,607
+215
42
$1.48M 0.43%
48,142
+80
43
$1.43M 0.41%
15,993
+746
44
$1.43M 0.41%
14,403
+256
45
$1.41M 0.41%
+2,940
46
$1.03M 0.3%
+7,836
47
$1.03M 0.3%
5,930
-1,310
48
$1.01M 0.29%
7,606
+205
49
$935K 0.27%
57,578
+85
50
$928K 0.27%
+9,468
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