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
151
$283K 0.04%
+6,655
152
$282K 0.04%
+3,762
153
$278K 0.04%
+3,000
154
$278K 0.04%
+5,285
155
$278K 0.04%
+801
156
$275K 0.03%
+5,019
157
$273K 0.03%
+2,350
158
$273K 0.03%
+2,175
159
$271K 0.03%
+14,620
160
$268K 0.03%
+2,500
161
$262K 0.03%
+1,000
162
$257K 0.03%
+5,510
163
$254K 0.03%
+2,240
164
$248K 0.03%
+3,190
165
$246K 0.03%
+11,065
166
$240K 0.03%
+6,190
167
$232K 0.03%
+6,140
168
$229K 0.03%
+555
169
$225K 0.03%
+11,450
170
$224K 0.03%
3,210
+3,207
171
$224K 0.03%
+559
172
$221K 0.03%
+5,315
173
$219K 0.03%
+7,094
174
$217K 0.03%
+3,911
175
$216K 0.03%
+1,250
5 6
7
8 9