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
$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
$0 ﹤0.01%
7
83
$0 ﹤0.01%
2
84
– –
-10
85
– –
-30
86
– –
-30
87
$0 ﹤0.01%
1
88
$0 ﹤0.01%
5
89
$0 ﹤0.01%
9
90
– –
-527,505
91
– –
-4,086
92
– –
-283,163
93
– –
-25
94
– –
-43,072
95
– –
-11,313
96
– –
-136
97
– –
-64,041
98
– –
-12
99
– –
-332
100
– –
-17,145
1 2 3
4
5