CC
Cypress Capital Portfolio holdings
AUM
$344M
1-Year Est. Return
9.1%
1 Year Est. Return
+9.1%
AUM
$344M
AUM Growth
-$2.61M
(-0.75%)
Holding
89
Top Buys
| 1 | +$22.7M | |
| 2 | +$3.35M | |
| 3 | +$1.88M | |
| 4 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$1.83M |
| 5 |
Medtronic
MDT
|
+$1.02M |
Top Sells
| 1 | +$23.5M | |
| 2 | +$9.61M | |
| 3 | +$9.09M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.57M |
| 5 |
TBIL
US Treasury 3 Month Bill ETF
TBIL
|
+$1.12M |
Sector Composition
| 1 | Technology | 8.57% |
| 2 | Consumer Discretionary | 4.03% |
| 3 | Healthcare | 4.01% |
| 4 | Consumer Staples | 2.93% |
| 5 | Communication Services | 2.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Oracle
ORCL
$789B
| $279K | 0.08% |
+1,276
|
|
||
77
iShares Russell 1000 Growth ETF
IWF
$124B
| $251K | 0.07% |
590
-21,398
|
|
||
78
Mastercard
MA
$517B
| $249K | 0.07% |
+443
|
|
||
79
Gilead Sciences
GILD
$153B
| $245K | 0.07% |
+2,214
|
|
||
80
ConocoPhillips
COP
$109B
| $240K | 0.07% |
2,674
+692
|
|
||
81
Cisco
CSCO
$280B
| $240K | 0.07% |
+3,453
|
|
||
82
AT&T
T
$185B
| $235K | 0.07% |
8,105
+6
|
|
||
83
Vanguard Total World Stock ETF
VT
$54.7B
| $233K | 0.07% |
1,810
|
|
||
84
Usana Health Sciences
USNA
$386M
| $230K | 0.07% |
7,519
-233
|
|
||
85
W.W. Grainger
GWW
$46.8B
| $226K | 0.07% |
+217
|
|
||
86
Cognizant
CTSH
$33.5B
| $203K | 0.06% |
+2,606
|
|
||
87
Illinois Tool Works
ITW
$74.8B
| $201K | 0.06% |
+813
|
|
||
88
Rivian
RIVN
$16.2B
| $158K | 0.05% |
11,531
-2,098
|
|
||
89
Ford
F
$50B
| – | – |
0
|
|