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
$787M
AUM Growth
+$685M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$71.9M
2
+$48.8M
3
+$46.1M
4
MSFT icon
Microsoft
MSFT
+$30.8M
5
OEF icon
iShares S&P 100 ETF
OEF
+$28.1M

Top Sells

1
+$562K
2
+$366K
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 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$71.9M 9.13%
+124,895
2
$48.8M 6.2%
+219,828
3
$46.1M 5.85%
+170,783
4
$38.5M 4.9%
89,823
+30,016
5
$31.8M 4.03%
112,662
+109,421
6
$28.1M 3.57%
+142,559
7
$27M 3.43%
+440,294
8
$26M 3.31%
+495,149
9
$25.9M 3.29%
297,427
+269,273
10
$25.3M 3.21%
+293,233
11
$21.8M 2.77%
+45,345
12
$16.8M 2.13%
99,277
+89,489
13
$15.7M 2%
+71,390
14
$14M 1.78%
+43,717
15
$13.1M 1.66%
+49,607
16
$12.9M 1.63%
236,297
+174,851
17
$10.8M 1.38%
+48,239
18
$10.6M 1.35%
+29,675
19
$9.99M 1.27%
+50,961
20
$9.68M 1.23%
+574,350
21
$9.3M 1.18%
+163,370
22
$8.74M 1.11%
+119,945
23
$8.52M 1.08%
+20,062
24
$8.38M 1.06%
+21,216
25
$7.95M 1.01%
+231,291
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