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Cypress Capital

Cypress Capital is an investment advisor in Franklin with $308.81M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
465432156
SEC advisor number
801-79771
FINRA CRD number
171266
AUM ?
$308.81M (as of 31 Mar 21)
Accounts
1,324 (as of 31 Mar 21)
Employees
11 (6 investment advisory or research)
Address
Cypress Capital
436 MAIN ST
STE 205
FRANKLIN
TN 37064
Phone
6154676075

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 91 long holdings
End of quarter 30 Jun 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$25.6M 59.81K 59.87K -0.1
$4.48M 32.7K 30.78K +6.2
$3.26M 61.45K 57.96K +6.0
$2.93M 26.03K 24.13K +7.9
$2.75M 17.04K 17.17K -0.7
$2.19M 28.15K 28.37K -0.8
$2.15M 857 851 +0.7
$2.02M 17.56K 17.69K -0.7
$2.01M 9.66K 8.75K +10.3
$1.97M 4.12K 3.74K +10.2
$1.91M 12.87K 11.78K +9.3
$1.83M 9.37K 9.11K +2.9
$1.82M 9.39K 8.5K +10.4
$1.8M 18.73K 16.99K +10.2
$1.77M 8.91K 7.95K +12.1
$1.73M 8.99K 8.02K +12.1
$1.73M 20.23K NEW
$1.72M 5.4K 4.83K +12.0
American Tower Corp
$1.72M 6.37K 6.08K +4.7
$1.72M 30.18K 26.9K +12.2
$1.72M 9.79K 8.76K +11.7
$1.64M 54.42K 54.81K -0.7
$1.62M 4.06K 4.08K -0.7
$1.56M 23.39K 20.1K +16.3
$1.56M 11.58K 10.02K +15.6
$1.55M 10.59K 9.2K +15.1
$1.53M 6.63K 5.77K +15.1
$1.53M 10.29K 8.8K +17.0
$1.52M 9.23K 7.94K +16.2
$1.51M 10.56K 8.81K +19.9
$1.51M 20.79K 20.92K -0.6
$1.47M 26.25K 21.98K +19.4
$1.45M 36.92K 31.11K +18.7
$1.44M 23.57K 20.04K +17.6
$1.43M 5.89K 5.55K +6.2
$1.42M 13.87K 13.97K -0.7
$1.42M 18.22K 15.04K +21.2
$1.4M 24.87K 21.1K +17.9
$1.39M 10.41K 8.64K +20.5
$1.23M 65.72K 66.2K -0.7
$949K 36.39K 30.68K +18.6
$878K 3.24K 3.02K +7.5
$808K 10.1K 10.17K -0.7
$767K 16.05K 16.16K -0.7
$562K 38.56K 38.83K -0.7
$548K 13.8K 13.9K -0.7
$225K 9.35K 9.22K +1.4
$57K 3.85K 2.97K +29.6
$56K 1.01K NEW
$55K 158 115 +37.4
Holdings list only includes long positions. Only includes long positions.

Calendar

30 Nov 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings