We are live on
!
Find out more
CC
Cypress Capital Portfolio holdings
AUM
$370M
1-Year Est. Return
16.36%
This Fund
S&P 500
This Quarter
Est. Return
-8.15%
1 Year Est. Return
+16.36%
3 Year Est. Return
+39.85%
5 Year Est. Return
+35.14%
10 Year Est. Return
–
AUM
$217M
AUM Growth
–
Cap. Flow
+$228M
Cap. Flow
% of AUM
104.66%
Top 10 Holdings %
Top 10 Hldgs %
71.13%
Holding
70
New
70
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$42.8M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$37.4M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$14.5M |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$12.5M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$11M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.48% |
| 2 | Communication Services | 3.43% |
| 3 | Consumer Staples | 2.73% |
| 4 | Industrials | 2.72% |
| 5 | Healthcare | 2.71% |
Similar funds
CCM
FAFC
RPA
AM
EC
ATI
MHP
MB
Cypress Capital's Q4 2018 Portfolio in Review
Q4 2018 is the first quarter with a 13F filing on record for Cypress Capital, which disclosed 70 positions worth $217M. Its ten largest holdings account for 71% of the portfolio.
Its largest position is State Street SPDR Bloomberg 1-3 Month T-Bill ETF: 468,008 shares worth $42.8M.
By sector, the portfolio is most concentrated in Technology at 7.5% of assets, followed by Communication Services and Consumer Staples.
- Cypress Capital's largest Q4 2018 buy was State Street SPDR Bloomberg 1-3 Month T-Bill ETF: 468,008 shares worth $42.8M.
- Cypress Capital's ten largest holdings make up 71% of its $217M portfolio in Q4 2018.
- Cypress Capital disclosed 70 positions in Q4 2018, its first 13F filing on record.
Based on Cypress Capital's 13F filing for Q4 2018, filed 14 Feb 2019.