CCMD
Cypress Capital Management (Delaware) Portfolio holdings
AUM
$539M
This Quarter Return
-4.28%
1 Year Return
-11.57%
3 Year Return
+25.58%
5 Year Return
+49.54%
10 Year Return
–
AUM
$796M
AUM Growth
+$796M
(-9.9%)
Cap. Flow
-$36.8M
Cap. Flow
% of AUM
-4.62%
Top 10 Holdings %
Top 10 Hldgs %
28.35%
Holding
212
New
5
Increased
39
Reduced
84
Closed
5
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$672K |
| 2 |
Broadridge
BR
|
$468K |
| 3 |
BHP
BHP
|
$239K |
| 4 |
iShares Government/Credit Bond ETF
GBF
|
$220K |
| 5 |
Enbridge
ENB
|
$205K |
Top Sells
| 1 |
Truist Financial
TFC
|
$9.11M |
| 2 |
Dow Inc
DOW
|
$6.23M |
| 3 |
Home Depot
HD
|
$5.25M |
| 4 |
Kraft Heinz
KHC
|
$4.89M |
| 5 |
Ingredion
INGR
|
$4.66M |
Sector Composition
| 1 | Technology | 18.66% |
| 2 | Healthcare | 14.7% |
| 3 | Communication Services | 9.52% |
| 4 | Financials | 9.28% |
| 5 | Industrials | 8.58% |
