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
101
– –
-17,297
102
– –
-6,574
103
– –
-69
104
– –
-423,996
105
– –
-6
106
– –
-212,548
107
– –
-457,136
108
– –
-16
109
– –
-30,631
110
$0 ﹤0.01%
35
111
$0 ﹤0.01%
3
112
– –
-939
113
– –
-27,659
114
– –
-13
115
$0 ﹤0.01%
3
116
– –
-228,699
117
$0 ﹤0.01%
9
118
– –
-197
119
– –
-51,620
120
– –
-62,325
121
– –
-25
122
– –
-50
123
– –
-7,757
124
$0 ﹤0.01%
6
125
– –
-497
1 2 3 4
5