CC

Cypress Capital Portfolio holdings

AUM $351M
1-Year Est. Return 12.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.57%
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
+$78.6M
2
+$50.1M
3
+$46.5M
4
MSFT icon
Microsoft
MSFT
+$31.8M
5
OEF icon
iShares S&P 100 ETF
OEF
+$28.9M

Top Sells

1
+$562K
2
+$367K
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 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-51
202
– –
-79
203
– –
-75
204
– –
-9
205
– –
-15
206
– –
-35
207
– –
-1,511
208
– –
-888
209
– –
-1
210
– –
-11
211
– –
-6
212
– –
-426
213
– –
-5
214
– –
-9
215
– –
-1,521
216
– –
-16
217
– –
-65
218
– –
-823
219
– –
-3,848
220
– –
-8
221
– –
-40
222
– –
-13
223
– –
-2
224
– –
-30
225
– –
-158
6 7 8
9
10