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
$102M
AUM Growth
-$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$262K
2
+$250K
3
+$239K
4
KMB icon
Kimberly-Clark
KMB
+$237K
5
PFE icon
Pfizer
PFE
+$228K

Top Sells

1
+$43.9M
2
+$26.1M
3
+$24.4M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$23.6M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$8.65M

Sector Composition

1 Technology 20.26%
2 Communication Services 12.2%
3 Industrials 11.27%
4 Healthcare 10.37%
5 Consumer Staples 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$55K 0.05%
+219
52
$50K 0.05%
207
+46
53
$49K 0.05%
823
+192
54
$49K 0.05%
1,521
+361
55
$48K 0.05%
701
+219
56
$46K 0.04%
+1,511
57
$40K 0.04%
+2,109
58
$23K 0.02%
+186
59
$22K 0.02%
79
+24
60
$14K 0.01%
888
61
$13K 0.01%
426
62
$6K 0.01%
153
63
$5K ﹤0.01%
51
64
$3K ﹤0.01%
40
65
$3K ﹤0.01%
8
66
$2K ﹤0.01%
30
67
$2K ﹤0.01%
65
68
$2K ﹤0.01%
5
69
$2K ﹤0.01%
35
70
$2K ﹤0.01%
3
71
$1K ﹤0.01%
13
72
$1K ﹤0.01%
10
73
$1K ﹤0.01%
16
74
$1K ﹤0.01%
11
75
$1K ﹤0.01%
15
1 2
3
4 5