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
$787M
AUM Growth
+$685M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$71.9M
2
+$48.8M
3
+$46.1M
4
MSFT icon
Microsoft
MSFT
+$30.8M
5
OEF icon
iShares S&P 100 ETF
OEF
+$28.1M

Top Sells

1
+$562K
2
+$366K
3
+$57K
4
RUN icon
Sunrun
RUN
+$56K
5
BIIB icon
Biogen
BIIB
+$55K

Sector Composition

1 Technology 25.66%
2 Healthcare 14.42%
3 Industrials 8.12%
4 Financials 4.6%
5 Communication Services 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.32M 0.3%
17,440
+300
52
$2.3M 0.29%
+7,821
53
$2.24M 0.28%
+24,464
54
$2.18M 0.28%
6,641
+1,238
55
$2.07M 0.26%
+7,549
56
$2.04M 0.26%
+18,852
57
$2.03M 0.26%
+18,921
58
$2.01M 0.26%
+22,390
59
$1.98M 0.25%
+20,730
60
$1.97M 0.25%
22,926
+2,700
61
$1.91M 0.24%
7,923
+1,290
62
$1.9M 0.24%
17,945
+384
63
$1.89M 0.24%
33,824
+3,644
64
$1.89M 0.24%
12,654
-220
65
$1.88M 0.24%
9,243
-143
66
$1.87M 0.24%
10,273
+617
67
$1.86M 0.24%
19,800
+1,071
68
$1.81M 0.23%
12,023
+1,730
69
$1.78M 0.23%
12,766
+1,184
70
$1.78M 0.23%
9,264
+277
71
$1.78M 0.23%
41,283
+4,363
72
$1.7M 0.22%
22,655
+4,434
73
$1.7M 0.22%
31,490
+5,240
74
$1.69M 0.21%
10,471
+1,246
75
$1.68M 0.21%
+16,489
1 2
3
4 5