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
$816M
AUM Growth
-$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.18M
3
+$873K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$469K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$430K

Top Sells

1
+$1.88M
2
+$1.68M
3
+$1.49M
4
AAPL icon
Apple
AAPL
+$873K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$840K

Sector Composition

1 Technology 23.92%
2 Healthcare 14.2%
3 Industrials 7.98%
4 Financials 4.87%
5 Communication Services 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.61M 0.32%
18,720
+3,080
52
$2.36M 0.29%
10,624
-97
53
$2.34M 0.29%
10,911
+275
54
$2.27M 0.28%
90,541
55
$2.24M 0.28%
43,339
+1,902
56
$2.19M 0.27%
34,800
-1,450
57
$2.17M 0.27%
4,783
58
$2.13M 0.26%
21,514
-4,418
59
$2.12M 0.26%
13,850
+752
60
$2.1M 0.26%
7,008
-377
61
$2.1M 0.26%
7,549
62
$2.08M 0.26%
12,454
-1,053
63
$2.05M 0.25%
20,916
+823
64
$2.05M 0.25%
+13,236
65
$2.04M 0.25%
8,269
-626
66
$2.03M 0.25%
13,265
-1,113
67
$2.01M 0.25%
27,486
+984
68
$2M 0.25%
13,177
-350
69
$2M 0.25%
7,821
70
$1.96M 0.24%
23,883
-553
71
$1.96M 0.24%
53,909
+5,067
72
$1.95M 0.24%
11,017
-1,390
73
$1.93M 0.24%
9,534
-592
74
$1.91M 0.23%
18,921
75
$1.9M 0.23%
39,261
+4,041
1 2
3
4 5