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
$320M
AUM Growth
+$786K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$2.18M
3
+$2M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.04M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$785K

Top Sells

1
+$2.62M
2
+$2.58M
3
+$2.32M
4
MCD icon
McDonald's
MCD
+$2.28M
5
MSFT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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