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
$102M
AUM Growth
-$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$262K
2
+$250K
3
+$239K
4
KMB icon
Kimberly-Clark
KMB
+$237K
5
PFE icon
Pfizer
PFE
+$228K

Top Sells

1
+$43.9M
2
+$26.1M
3
+$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 Change
in Stake 		Capital Flow
1
$25.6M 25.01%
59,807
-61
2
$4.48M 4.38%
32,696
+1,914
3
$3.26M 3.18%
61,446
+3,490
4
$2.93M 2.86%
26,026
+1,895
5
$2.75M 2.69%
17,044
-127
6
$2.19M 2.14%
28,154
-217
7
$2.15M 2.1%
17,140
+120
8
$2.02M 1.97%
17,561
-128
9
$2.01M 1.96%
9,656
+903
10
$1.97M 1.92%
41,230
+3,830
11
$1.91M 1.86%
12,874
+1,098
12
$1.83M 1.79%
9,366
+261
13
$1.82M 1.78%
9,386
+886
14
$1.8M 1.76%
18,729
+1,739
15
$1.77M 1.73%
10,652
+1,149
16
$1.73M 1.69%
8,987
+972
17
$1.73M 1.69%
20,226
+2,103
18
$1.72M 1.68%
5,403
+577
19
$1.72M 1.68%
6,370
+286
20
$1.72M 1.68%
30,180
+3,276
21
$1.72M 1.68%
9,788
+1,024
22
$1.64M 1.61%
54,423
-391
23
$1.62M 1.59%
4,056
-28
24
$1.56M 1.53%
23,386
+3,286
25
$1.56M 1.53%
11,582
+1,559
1
2 3 4 5