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CWS
Cypress Wealth Services Portfolio holdings
AUM
$815M
1-Year Est. Return
27.86%
This Fund
S&P 500
This Quarter
Est. Return
+4.86%
1 Year Est. Return
+27.86%
3 Year Est. Return
+71.84%
5 Year Est. Return
+76.02%
10 Year Est. Return
–
AUM
$241M
AUM Growth
–
Cap. Flow
+$234M
Cap. Flow
% of AUM
97.27%
Top 10 Holdings %
Top 10 Hldgs %
23.28%
Holding
205
New
198
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Philip Morris
PM
|
+$7.24M |
| 2 |
Johnson & Johnson
JNJ
|
+$6.73M |
| 3 |
Procter & Gamble
PG
|
+$5.86M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$5.79M |
| 5 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$5.27M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 47.1% |
| 2 | Consumer Staples | 13.88% |
| 3 | Healthcare | 7.37% |
| 4 | Energy | 6.32% |
| 5 | Technology | 5.58% |
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Cypress Wealth Services's Q4 2017 Portfolio in Review
Q4 2017 is the first quarter with a 13F filing on record for Cypress Wealth Services, which disclosed 205 positions worth $241M. Its ten largest holdings account for 23% of the portfolio.
Its largest position is Philip Morris: 67,954 shares worth $7.18M.
By sector, the portfolio is most concentrated in Miscellaneous at 47% of assets, followed by Consumer Staples and Healthcare.
- Cypress Wealth Services's largest Q4 2017 buy was Philip Morris: 67,954 shares worth $7.18M.
- Cypress Wealth Services's ten largest holdings make up 23% of its $241M portfolio in Q4 2017.
- Cypress Wealth Services disclosed 205 positions in Q4 2017, its first 13F filing on record.
Based on Cypress Wealth Services's 13F filing for Q4 2017, filed 5 Feb 2018.