CCMD
Cypress Capital Management (Delaware) Portfolio holdings
AUM
$539M
This Quarter Return
+6.24%
1 Year Return
-11.57%
3 Year Return
+25.58%
5 Year Return
+49.54%
10 Year Return
–
AUM
$652M
AUM Growth
+$652M
(+6.4%)
Cap. Flow
+$8.78M
Cap. Flow
% of AUM
1.35%
Top 10 Holdings %
Top 10 Hldgs %
30.09%
Holding
167
New
6
Increased
49
Reduced
68
Closed
1
Top Buys
| 1 |
FirstEnergy
FE
|
$6.61M |
| 2 |
Jacobs Solutions
J
|
$4.57M |
| 3 |
Apple
AAPL
|
$3.4M |
| 4 |
Truist Financial
TFC
|
$3.17M |
| 5 |
Franklin Resources
BEN
|
$1.42M |
Top Sells
| 1 |
Dominion Energy
D
|
$2.27M |
| 2 |
Comcast
CMCSA
|
$1.75M |
| 3 |
iShares Russell Top 200 Growth ETF
IWY
|
$1.45M |
| 4 |
RTX Corp
RTX
|
$1.26M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$959K |
Sector Composition
| 1 | Technology | 17.85% |
| 2 | Healthcare | 16.58% |
| 3 | Communication Services | 10.95% |
| 4 | Financials | 10.01% |
| 5 | Consumer Staples | 8.66% |
