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
$226M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.45%
2 Healthcare 4.84%
3 Communication Services 3.39%
4 Consumer Staples 2.74%
5 Industrials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$958K 0.42%
+8,299
52
$797K 0.35%
+71,547
53
$726K 0.32%
+47,475
54
$694K 0.31%
+22,575
55
$680K 0.3%
+5,667
56
$672K 0.3%
+3,881
57
$634K 0.28%
+3,114
58
$592K 0.26%
+10,834
59
$580K 0.26%
+16,659
60
$553K 0.24%
+15,030
61
$531K 0.24%
+8,074
62
$414K 0.18%
+41,560
63
$405K 0.18%
+17,185
64
$289K 0.13%
+5,752