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
101
$1.3M 0.17%
14,121
+250
102
$1.29M 0.16%
+3,003
103
$1.29M 0.16%
+3,805
104
$1.25M 0.16%
+7,998
105
$1.24M 0.16%
+90,541
106
$1.19M 0.15%
+6,633
107
$1.17M 0.15%
+65,998
108
$1.08M 0.14%
+22,736
109
$1.07M 0.14%
+51,450
110
$1.06M 0.14%
+17,964
111
$1.02M 0.13%
+6,828
112
$973K 0.12%
+9,468
113
$966K 0.12%
+47,074
114
$918K 0.12%
+19,240
115
$914K 0.12%
+2,033
116
$893K 0.11%
+8,260
117
$835K 0.11%
+13,725
118
$827K 0.11%
36,227
-163
119
$808K 0.1%
31,848
+31,808
120
$756K 0.1%
+8,863
121
$749K 0.1%
+17,791
122
$720K 0.09%
+4,830
123
$687K 0.09%
+7,056
124
$676K 0.09%
+12,069
125
$670K 0.09%
+2,351
3 4
5
6 7