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CCMD
Cypress Capital Management (Delaware) Portfolio holdings
AUM
$539M
1-Year Est. Return
11.57%
This Fund
S&P 500
This Quarter
Est. Return
-5.59%
1 Year Est. Return
-11.57%
3 Year Est. Return
+25.57%
5 Year Est. Return
+49.47%
10 Year Est. Return
–
AUM
$539M
AUM Growth
-$133M
(-20%)
Cap. Flow
-$100M
Cap. Flow
% of AUM
-18.58%
Top 10 Holdings %
Top 10 Hldgs %
29.18%
Holding
210
New
16
Increased
30
Reduced
104
Closed
17
Top Buys
| 1 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$1.82M |
| 2 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$1.35M |
| 3 |
Thermo Fisher Scientific
TMO
|
+$686K |
| 4 |
Apple
AAPL
|
+$666K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$613K |
Top Sells
| 1 |
Agilent Technologies
A
|
+$12.8M |
| 2 |
HP
HPQ
|
+$8.88M |
| 3 |
Keysight
KEYS
|
+$8M |
| 4 |
General Motors
GM
|
+$5.81M |
| 5 |
Microsoft
MSFT
|
+$5.73M |
Sector Composition
| 1 | Technology | 16.41% |
| 2 | Healthcare | 15.56% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.72% |
| 5 | Industrials | 7.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
International Paper
IP
$19.3B
| – | – |
-5,500
| Closed | -$230K |
|
202
VanEck Intermediate Muni ETF
ITM
$2.17B
| – | – |
-9,292
| Closed | -$424K |
|
203
iShares Russell 1000 Growth ETF
IWF
$127B
| – | – |
-5,232
| Closed | -$286K |
|
204
VanEck Long Muni ETF
MLN
$693M
| – | – |
-18,500
| Closed | -$327K |
|
205
Nuveen Select Tax-Free Income Portfolio
NXP
$912M
| – | – |
-33,350
| Closed | -$457K |
|
206
ROBO Global Robotics & Automation Index ETF
ROBO
$1.97B
| – | – |
-5,700
| Closed | -$256K |
|
207
Stanley Black & Decker
SWK
$13.6B
| – | – |
-45,155
| Closed | -$4.74M |
|
208
Warner Bros
WBD
$68.9B
| – | – |
-53,951
| Closed | -$724K |
|
209
Walmart Inc
WMT
$905B
| – | – |
-9,063
| Closed | -$367K |
|
210
Xcel Energy
XEL
$50B
| – | – |
-3,700
| Closed | -$262K |
|
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