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
126
$667K 0.08%
+8,760
127
$665K 0.08%
7,831
+7,821
128
$656K 0.08%
+19,515
129
$587K 0.07%
16,360
+313
130
$570K 0.07%
+20,457
131
$535K 0.07%
+5,200
132
$527K 0.07%
+3,218
133
$506K 0.06%
+3,080
134
$505K 0.06%
31,831
+29,722
135
$488K 0.06%
13,820
+23
136
$474K 0.06%
+13,673
137
$465K 0.06%
+6,401
138
$433K 0.06%
+3,240
139
$427K 0.05%
+3,721
140
$426K 0.05%
10,522
+10,517
141
$425K 0.05%
+7,327
142
$409K 0.05%
+14,722
143
$405K 0.05%
+1,816
144
$367K 0.05%
+6,232
145
$346K 0.04%
+4,430
146
$345K 0.04%
+2,700
147
$339K 0.04%
+1,548
148
$332K 0.04%
+4,110
149
$314K 0.04%
+11,111
150
$291K 0.04%
+1,560
4 5
6
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