CF

Cypress Funds Portfolio holdings

AUM $763M
1-Year Est. Return 16.38%
This Quarter Est. Return
1 Year Est. Return
+16.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$601M
AUM Growth
-$3.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$30M
2 +$28.7M
3 +$28.5M
4
SCCO icon
Southern Copper
SCCO
+$20M
5
LNG icon
Cheniere Energy
LNG
+$18.8M

Top Sells

1 +$54.9M
2 +$40.1M
3 +$31M
4
WRK
WestRock Company
WRK
+$29.5M
5
NFLX icon
Netflix
NFLX
+$17.4M

Sector Composition

1 Industrials 29.64%
2 Consumer Discretionary 20.97%
3 Technology 15.19%
4 Communication Services 13.28%
5 Healthcare 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0
27
-203,000