CC

Cypress Capital Portfolio holdings

AUM $350M
1-Year Est. Return 9.88%
This Quarter Est. Return
1 Year Est. Return
+9.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
-$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$262K
2
+$250K
3
+$239K
4
KMB icon
Kimberly-Clark
KMB
+$237K
5
PFE icon
Pfizer
PFE
+$228K

Top Sells

1
+$43.9M
2
+$26.1M
3
+$24.4M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$23.6M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$8.65M

Sector Composition

1 Technology 20.26%
2 Communication Services 12.2%
3 Industrials 11.27%
4 Healthcare 10.37%
5 Consumer Staples 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1K ﹤0.01%
75
77
$1K ﹤0.01%
35
78
$1K ﹤0.01%
35
-43,882
79
$1K ﹤0.01%
39
80
$1K ﹤0.01%
40
81
$1K ﹤0.01%
30
82
– –
-228,699
83
– –
-197
84
$0 ﹤0.01%
9
85
– –
-13
86
– –
-527,505
87
$0 ﹤0.01%
7
88
$0 ﹤0.01%
2
89
– –
-10
90
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-30
91
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-30
92
– –
-27,659
93
$0 ﹤0.01%
3
94
$0 ﹤0.01%
9
95
– –
-51,620
96
– –
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97
– –
-25
98
– –
-50
99
– –
-7,757
100
$0 ﹤0.01%
6
1 2 3
4
5