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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
-11.03%
1 Year Est. Return
-11.57%
3 Year Est. Return
+25.57%
5 Year Est. Return
+49.47%
10 Year Est. Return
–
AUM
$485M
AUM Growth
-$86.7M
Cap. Flow
-$20.3M
Cap. Flow %
-4.19%
Top 10 Hldgs %
33.1%
Holding
161
New
10
Increased
39
Reduced
43
Closed
14

Top Buys

1
CFG icon
Citizens Financial Group
CFG
+$8.06M
2
BMY icon
Bristol-Myers Squibb
BMY
+$5.82M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.67M
4
LIN icon
Linde
LIN
+$781K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$605K

Top Sells

1
PG icon
Procter & Gamble
PG
+$9.14M
2
WY icon
Weyerhaeuser
WY
+$8.57M
3
T icon
AT&T
T
+$5.97M
4
SLB icon
SLB Ltd
SLB
+$5.76M
5
HBI
Hanesbrands
HBI
+$5.03M

Sector Composition

1 Healthcare 21.81%
2 Technology 17.81%
3 Financials 13.32%
4 Industrials 9.78%
5 Energy 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRK icon
1
Merck
MRK
$298B
$23.1M 4.77%
317,172
-1,810
-0.6% -$128K
MSFT icon
2
Microsoft
MSFT
$2.86T
$20M 4.14%
197,361
+12
+0% +$1.28K
PFE icon
3
Pfizer
PFE
$138B
$18.2M 3.76%
440,101
-7,915
-2% -$329K
ABT icon
4
Abbott
ABT
$155B
$16.4M 3.38%
226,671
-3,868
-2% -$272K
CSCO icon
5
Cisco
CSCO
$462B
$16.4M 3.38%
377,843
-1,390
-0.4% -$63.6K
JNJ icon
6
Johnson & Johnson
JNJ
$611B
$15.2M 3.14%
117,858
+42
+0% +$5.86K
DD icon
7
DuPont de Nemours
DD
$18.1B
$13.7M 2.82%
101,105
-6,283
-6% -$902K
JPM icon
8
JPMorgan Chase
JPM
$919B
$13.6M 2.8%
139,011
+1,587
+1% +$169K
AAPL icon
9
Apple
AAPL
$4.62T
$12.2M 2.52%
309,420
+4,968
+2% +$241K
BRK.B icon
10
Berkshire Hathaway Class B
BRK.B
$1.06T
$11.6M 2.4%
56,940
+395
+0.7% +$82.5K
ORCL icon
11
Oracle
ORCL
$369B
$11.5M 2.37%
254,630
-3,063
-1% -$147K
D icon
12
Dominion Energy
D
$62.7B
$10.8M 2.23%
151,225
+1,050
+0.7% +$76.7K
HD icon
13
Home Depot
HD
$337B
$10.7M 2.21%
62,212
+902
+1% +$162K
MDLZ icon
14
Mondelez International
MDLZ
$75.5B
$10.4M 2.15%
260,323
-1,225
-0.5% -$52.2K
EVRG icon
15
Evergy
EVRG
$19.9B
$10.2M 2.11%
179,900
-1,625
-0.9% -$93.8K
RTX icon
16
RTX Corp
RTX
$260B
$9.91M 2.04%
147,864
-278
-0.2% -$21.8K
XOM icon
17
ExxonMobil
XOM
$601B
$9.86M 2.03%
144,601
+49
+0% +$3.84K
BA icon
18
Boeing
BA
$171B
$9.78M 2.02%
30,324
-155
-0.5% -$53.5K
A icon
19
Agilent Technologies
A
$38.2B
$9.6M 1.98%
142,308
– –
CVX icon
20
Chevron
CVX
$362B
$9.36M 1.93%
86,052
-190
-0.2% -$22K
RTN
21
DELISTED
Raytheon Company
RTN
$9.28M 1.91%
60,522
+411
+0.7% +$73.6K
PNC icon
22
PNC Financial Services
PNC
$101B
$9.05M 1.87%
77,438
-575
-0.7% -$73.4K
HPQ icon
23
HP
HPQ
$22.5B
$8.93M 1.84%
436,596
-13,839
-3% -$323K
NTR icon
24
Nutrien
NTR
$32.9B
$8.92M 1.84%
189,696
-3,071
-2% -$160K
CCL icon
25
Carnival Corporation Ltd
CCL
$36.3B
$8.76M 1.81%
177,670
-15,300
-8% -$876K
1
2 3 4 5

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