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
$787M
AUM Growth
+$685M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$71.9M
2
+$48.8M
3
+$46.1M
4
MSFT icon
Microsoft
MSFT
+$30.8M
5
OEF icon
iShares S&P 100 ETF
OEF
+$28.1M

Top Sells

1
+$562K
2
+$366K
3
+$57K
4
RUN icon
Sunrun
RUN
+$56K
5
BIIB icon
Biogen
BIIB
+$55K

Sector Composition

1 Technology 25.66%
2 Healthcare 14.42%
3 Industrials 8.12%
4 Financials 4.6%
5 Communication Services 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.68M 0.21%
12,990
+2,426
77
$1.67M 0.21%
+28,253
78
$1.67M 0.21%
6,286
-84
79
$1.67M 0.21%
9,620
+254
80
$1.67M 0.21%
+39,067
81
$1.63M 0.21%
33,680
-7,550
82
$1.6M 0.2%
30,108
+5,235
83
$1.58M 0.2%
+19,238
84
$1.58M 0.2%
+14,462
85
$1.55M 0.2%
10,571
-81
86
$1.55M 0.2%
+34,900
87
$1.54M 0.2%
11,590
+518
88
$1.53M 0.19%
25,639
+2,072
89
$1.52M 0.19%
21,064
+274
90
$1.52M 0.19%
55,618
+1,195
91
$1.52M 0.19%
25,650
+2,264
92
$1.46M 0.19%
+28,737
93
$1.41M 0.18%
+21,848
94
$1.41M 0.18%
19,394
+9,296
95
$1.4M 0.18%
10,577
+169
96
$1.36M 0.17%
+10,000
97
$1.33M 0.17%
+17,556
98
$1.32M 0.17%
5,760
-133
99
$1.3M 0.17%
+14,616
100
$1.3M 0.17%
66,082
+363
2 3
4
5 6