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
$216M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Sells

1 +$8.88M
2 +$3.37M
3 +$2.19M
4
QCOM icon
Qualcomm
QCOM
+$2.09M
5
GILD icon
Gilead Sciences
GILD
+$1.74M

Sector Composition

1 Technology 7.73%
2 Communication Services 4.35%
3 Healthcare 3.59%
4 Consumer Staples 3.21%
5 Consumer Discretionary 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$904K 0.42%
43,533
-12,900
52
$795K 0.37%
68,473
-3,074
53
$675K 0.31%
21,545
-1,030
54
$672K 0.31%
3,041
-73
55
$609K 0.28%
16,873
+214
56
$569K 0.26%
14,370
-660
57
$553K 0.26%
10,397
-437
58
$412K 0.19%
16,483
-702
59
$369K 0.17%
39,815
-1,745
60
$214K 0.1%
+11,856
61
$213K 0.1%
+4,281
62
-97,036
63
-3,881
64
-15,942
65
-22,595
66
-31,910
67
-8,074
68
-5,752