CC
Cypress Capital Portfolio holdings
AUM
$344M
1-Year Return
9.1%
This Quarter Return
+1.07%
1 Year Return
+9.1%
3 Year Return
+28.16%
5 Year Return
+47.4%
10 Year Return
–
AUM
$787M
AUM Growth
+$685M
(+669%)
Cap. Flow
+$686M
Cap. Flow
% of AUM
87.18%
Top 10 Holdings %
Top 10 Hldgs %
46.93%
Holding
227
New
136
Increased
44
Reduced
8
Closed
39
Top Buys
| 1 |
Adobe
ADBE
|
$71.9M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$48.8M |
| 3 |
Danaher
DHR
|
$46.1M |
| 4 |
Microsoft
MSFT
|
$30.8M |
| 5 |
iShares S&P 100 ETF
OEF
|
$28.1M |
Top Sells
| 1 |
MSGN
MSG Networks Inc.
MSGN
|
$562K |
| 2 |
Broadcom
AVGO
|
$366K |
| 3 |
Ford
F
|
$57K |
| 4 |
Sunrun
RUN
|
$56K |
| 5 |
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% |
