CC

Cypress Capital Portfolio holdings

AUM $344M
This Quarter Return
+6.85%
1 Year Return
+9.1%
3 Year Return
+28.16%
5 Year Return
+47.4%
10 Year Return
–
AUM
$102M
AUM Growth
+$102M
Cap. Flow
-$149M
Cap. Flow %
-145.47%
Top 10 Hldgs %
48.22%
Holding
125
New
5
Increased
41
Reduced
14
Closed
34

Top Buys

1
AAPL icon
Apple
AAPL
$262K
2
QCOM icon
Qualcomm
QCOM
$250K
3
MRK icon
Merck
MRK
$248K
4
VZ icon
Verizon
VZ
$239K
5
KMB icon
Kimberly-Clark
KMB
$237K

Top Sells

1
VTI icon
Vanguard Total Stock Market ETF
VTI
$43.9M
2
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
$26.1M
3
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
$24.4M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$23.6M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
$8.65M

Sector Composition

1 Technology 20.26%
2 Communication Services 12.2%
3 Industrials 11.27%
4 Healthcare 10.37%
5 Consumer Staples 8.57%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SPY icon
1
SPDR S&P 500 ETF Trust
SPY
$658B
$25.6M 25.01% 59,807 -61 -0.1% -$26.1K
AAPL icon
2
Apple
AAPL
$3.45T
$4.48M 4.38% 32,696 +1,914 +6% +$262K
CSCO icon
3
Cisco
CSCO
$274B
$3.26M 3.18% 61,446 +3,490 +6% +$185K
ABBV icon
4
AbbVie
ABBV
$372B
$2.93M 2.86% 26,026 +1,895 +8% +$213K
MTCH icon
5
Match Group
MTCH
$8.98B
$2.75M 2.69% 17,044 -127 -0.7% -$20.5K
ORCL icon
6
Oracle
ORCL
$635B
$2.19M 2.14% 28,154 -217 -0.8% -$16.9K
GOOG icon
7
Alphabet (Google) Class C
GOOG
$2.58T
$2.15M 2.1% 857 +6 +0.7% +$15K
BBY icon
8
Best Buy
BBY
$15.6B
$2.02M 1.97% 17,561 -128 -0.7% -$14.7K
UPS icon
9
United Parcel Service
UPS
$74.1B
$2.01M 1.96% 9,656 +903 +10% +$188K
AVGO icon
10
Broadcom
AVGO
$1.4T
$1.97M 1.92% 4,123 +383 +10% +$183K
ETN icon
11
Eaton
ETN
$136B
$1.91M 1.86% 12,874 +1,098 +9% +$163K
CCI icon
12
Crown Castle
CCI
$43.2B
$1.83M 1.79% 9,366 +261 +3% +$50.9K
LOW icon
13
Lowe's Companies
LOW
$145B
$1.82M 1.78% 9,386 +886 +10% +$172K
EMR icon
14
Emerson Electric
EMR
$74.3B
$1.8M 1.76% 18,729 +1,739 +10% +$167K
MMM icon
15
3M
MMM
$82.8B
$1.77M 1.73% 8,906 +960 +12% +$191K
TXN icon
16
Texas Instruments
TXN
$184B
$1.73M 1.69% 8,987 +972 +12% +$187K
RTX icon
17
RTX Corp
RTX
$212B
$1.73M 1.69% 20,226 +2,103 +12% +$179K
HD icon
18
Home Depot
HD
$405B
$1.72M 1.68% 5,403 +577 +12% +$184K
AMT icon
19
American Tower
AMT
$95.5B
$1.72M 1.68% 6,370 +286 +5% +$77.3K
CMCSA icon
20
Comcast
CMCSA
$125B
$1.72M 1.68% 30,180 +3,276 +12% +$187K
DIS icon
21
Walt Disney
DIS
$213B
$1.72M 1.68% 9,788 +1,024 +12% +$180K
HPQ icon
22
HP
HPQ
$26.7B
$1.64M 1.61% 54,423 -391 -0.7% -$11.8K
UNH icon
23
UnitedHealth
UNH
$281B
$1.62M 1.59% 4,056 -28 -0.7% -$11.2K
BMY icon
24
Bristol-Myers Squibb
BMY
$96B
$1.56M 1.53% 23,386 +3,286 +16% +$220K
PG icon
25
Procter & Gamble
PG
$368B
$1.56M 1.53% 11,582 +1,559 +16% +$210K
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