CC

Cypress Capital Portfolio holdings

AUM $350M
1-Year Est. Return 9.88%
This Quarter Est. Return
1 Year Est. Return
+9.88%
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
26
$2.5M 0.72%
26,247
-560
27
$2.46M 0.71%
41,178
+1,576
28
$2.45M 0.71%
10,500
+367
29
$2.45M 0.71%
8,999
+236
30
$2.4M 0.69%
5,368
+172
31
$2.37M 0.68%
26,423
+1,144
32
$2.35M 0.68%
15,293
+455
33
$2.33M 0.67%
19,611
+972
34
$2.24M 0.65%
60,727
+3,703
35
$2.24M 0.65%
13,368
+536
36
$2.21M 0.64%
14,310
+563
37
$1.78M 0.51%
+19,029
38
$1.77M 0.51%
35,465
+327
39
$1.75M 0.5%
4,665
-5
40
$1.69M 0.49%
+18,785
41
$1.61M 0.46%
10,293
-727
42
$1.57M 0.45%
+21,562
43
$1.52M 0.44%
30,618
-1,211
44
$1.36M 0.39%
17,195
+927
45
$1.22M 0.35%
10,622
+960
46
$1.2M 0.35%
21,245
+1,470
47
$1.13M 0.33%
+12,870
48
$1.06M 0.31%
15,053
-1,021
49
$1.05M 0.3%
24,857
-1,543
50
$955K 0.28%
10,000
1
2
3 4