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
$217M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.48%
2 Communication Services 3.43%
3 Consumer Staples 2.73%
4 Industrials 2.72%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$546K 0.25%
+5,783
52
$541K 0.25%
+9,514
53
$534K 0.25%
+24,779
54
$531K 0.24%
+8,887
55
$520K 0.24%
+7,569
56
$507K 0.23%
+11,322
57
$493K 0.23%
+1,883
58
$483K 0.22%
+35,470
59
$479K 0.22%
+6,418
60
$439K 0.2%
+22,703
61
$412K 0.19%
+10,568
62
$410K 0.19%
+130,008
63
$374K 0.17%
+3,683
64
$326K 0.15%
+1,010
65
$310K 0.14%
+9,745
66
$303K 0.14%
+6,313
67
$302K 0.14%
+2,258
68
$299K 0.14%
+17,260
69
$291K 0.13%
+3,498
70
$204K 0.09%
+675