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
$347M
AUM Growth
-$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$1.78M
3
+$1.69M
4
LRCX icon
Lam Research
LRCX
+$1.57M
5
NTAP icon
NetApp
NTAP
+$1.13M

Top Sells

1
+$8.22M
2
+$3.32M
3
+$1.76M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$695K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$501K

Sector Composition

1 Technology 6.59%
2 Healthcare 4.17%
3 Consumer Discretionary 4.09%
4 Consumer Staples 2.98%
5 Communication Services 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEF icon
26
iShares 7-10 Year Treasury Bond ETF
IEF
$39B
$2.5M 0.72%
26,247
-560
GIS icon
27
General Mills
GIS
$25.9B
$2.46M 0.71%
41,178
+1,576
LOW icon
28
Lowe's Companies
LOW
$138B
$2.45M 0.71%
10,500
+367
ETN icon
29
Eaton
ETN
$145B
$2.45M 0.71%
8,999
+236
LMT icon
30
Lockheed Martin
LMT
$114B
$2.4M 0.69%
5,368
+172
MRK icon
31
Merck
MRK
$219B
$2.37M 0.68%
26,423
+1,144
QCOM icon
32
Qualcomm
QCOM
$182B
$2.35M 0.68%
15,293
+455
XOM icon
33
Exxon Mobil
XOM
$481B
$2.33M 0.67%
19,611
+972
CMCSA icon
34
Comcast
CMCSA
$111B
$2.24M 0.65%
60,727
+3,703
AVGO icon
35
Broadcom
AVGO
$1.62T
$2.24M 0.65%
13,368
+536
GOOGL icon
36
Alphabet (Google) Class A
GOOGL
$3.03T
$2.21M 0.64%
14,310
+563
CL icon
37
Colgate-Palmolive
CL
$63.5B
$1.78M 0.51%
+19,029
VTIP icon
38
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
$1.77M 0.51%
35,465
+327
MSFT icon
39
Microsoft
MSFT
$3.85T
$1.75M 0.5%
4,665
-5
MDT icon
40
Medtronic
MDT
$123B
$1.69M 0.49%
+18,785
GOOG icon
41
Alphabet (Google) Class C
GOOG
$3.04T
$1.61M 0.46%
10,293
-727
LRCX icon
42
Lam Research
LRCX
$183B
$1.57M 0.45%
+21,562
PULS icon
43
PGIM Ultra Short Bond ETF
PULS
$12.6B
$1.52M 0.44%
30,618
-1,211
VCSH icon
44
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.5B
$1.36M 0.39%
17,195
+927
LEN icon
45
Lennar Class A
LEN
$32.7B
$1.22M 0.35%
10,622
+960
FOXA icon
46
Fox Class A
FOXA
$26.2B
$1.2M 0.35%
21,245
+1,470
NTAP icon
47
NetApp
NTAP
$23.8B
$1.13M 0.33%
+12,870
TPR icon
48
Tapestry
TPR
$24.2B
$1.06M 0.31%
15,053
-1,021
NXT icon
49
Nextracker
NXT
$13.3B
$1.05M 0.3%
24,857
-1,543
SHOP icon
50
Shopify
SHOP
$211B
$955K 0.28%
10,000
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