CC
Cypress Capital Portfolio holdings
AUM
$344M
This Quarter Return
+3.9%
1 Year Return
+9.1%
3 Year Return
+28.16%
5 Year Return
+47.4%
10 Year Return
–
AUM
$320M
AUM Growth
+$320M
(+0.25%)
Cap. Flow
-$10.5M
Cap. Flow
% of AUM
-3.29%
Top 10 Holdings %
Top 10 Hldgs %
75%
Holding
91
New
9
Increased
27
Reduced
34
Closed
17
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$9.39M |
| 2 |
Honda
HMC
|
$2.18M |
| 3 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$2M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.04M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$785K |
Top Sells
| 1 |
Home Depot
HD
|
$2.62M |
| 2 |
Broadcom
AVGO
|
$2.58M |
| 3 |
UnitedHealth
UNH
|
$2.32M |
| 4 |
McDonald's
MCD
|
$2.28M |
| 5 |
Microsoft
MSFT
|
$1.83M |
Sector Composition
| 1 | Technology | 6.29% |
| 2 | Healthcare | 3.86% |
| 3 | Industrials | 3.16% |
| 4 | Communication Services | 2.62% |
| 5 | Consumer Staples | 2.4% |
