CCMD

Cypress Capital Management (Delaware) Portfolio holdings

AUM $539M
1-Year Est. Return 11.57%
This Quarter Est. Return
1 Year Est. Return
-11.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$613M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.46M
3
+$6.06M
4
PNW icon
Pinnacle West Capital
PNW
+$5.96M
5
BEN icon
Franklin Resources
BEN
+$5.12M

Top Sells

1
+$8.69M
2
+$7.01M
3
+$3.62M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.68M
5
TFC icon
Truist Financial
TFC
+$1.61M

Sector Composition

1 Technology 19.12%
2 Healthcare 15.73%
3 Communication Services 11.05%
4 Financials 9.5%
5 Consumer Staples 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.84M 0.63%
42,064
-500
52
$3.82M 0.62%
22,581
-811
53
$3.75M 0.61%
20,460
+215
54
$3.71M 0.6%
214,770
+37,980
55
$3.54M 0.58%
24,723
-25
56
$3.33M 0.54%
25,530
57
$2.92M 0.48%
23,789
58
$2.74M 0.45%
21,115
+450
59
$2.41M 0.39%
18,220
+710
60
$2.36M 0.39%
11,869
+200
61
$2.01M 0.33%
+14,530
62
$1.86M 0.3%
35,107
-901
63
$1.81M 0.3%
18,101
+21
64
$1.67M 0.27%
44,173
-460
65
$1.66M 0.27%
10,124
66
$1.66M 0.27%
13,057
+730
67
$1.64M 0.27%
76,720
+1,000
68
$1.54M 0.25%
47,630
-750
69
$1.5M 0.24%
21,220
70
$1.46M 0.24%
11,775
-975
71
$1.45M 0.24%
11,351
+322
72
$1.43M 0.23%
12,815
73
$1.4M 0.23%
8,132
74
$1.4M 0.23%
52,171
-1,201
75
$1.39M 0.23%
8,320
1 2
3
4 5