CC
Cypress Capital Portfolio holdings
AUM
$344M
This Quarter Return
+6.85%
1 Year Return
+9.1%
3 Year Return
+28.16%
5 Year Return
+47.4%
10 Year Return
–
AUM
$102M
AUM Growth
+$102M
(-58%)
Cap. Flow
-$149M
Cap. Flow
% of AUM
-145.47%
Top 10 Holdings %
Top 10 Hldgs %
48.22%
Holding
125
New
5
Increased
41
Reduced
14
Closed
34
Top Buys
| 1 |
Apple
AAPL
|
$262K |
| 2 |
Qualcomm
QCOM
|
$250K |
| 3 |
Merck
MRK
|
$248K |
| 4 |
Verizon
VZ
|
$239K |
| 5 |
Kimberly-Clark
KMB
|
$237K |
Top Sells
Sector Composition
| 1 | Technology | 20.26% |
| 2 | Communication Services | 12.2% |
| 3 | Industrials | 11.27% |
| 4 | Healthcare | 10.37% |
| 5 | Consumer Staples | 8.57% |
