CCMW

Cypress Capital Management (Wyoming) Portfolio holdings

AUM $108M
1-Year Est. Return 50.31%
This Quarter Est. Return
1 Year Est. Return
+50.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$1.54M
3
+$584K
4
RVT icon
Royce Value Trust
RVT
+$525K
5
PCT icon
PureCycle Technologies
PCT
+$169K

Top Sells

1
+$1.63M
2
+$982K
3
+$152K
4
V icon
Visa
V
+$138K
5
AGI icon
Alamos Gold
AGI
+$129K

Sector Composition

1 Technology 26.73%
2 Consumer Staples 9.17%
3 Financials 7.55%
4 Energy 7.55%
5 Materials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JEPI icon
26
JPMorgan Equity Premium Income ETF
JEPI
$41B
$1.37M 1.27%
24,063
-1,230
GOOGL icon
27
Alphabet (Google) Class A
GOOGL
$3.8T
$1.27M 1.17%
5,221
-151
MSFT icon
28
Microsoft
MSFT
$3.62T
$1.22M 1.12%
2,348
-64
AMD icon
29
Advanced Micro Devices
AMD
$358B
$1.08M 1%
6,701
-102
AEP icon
30
American Electric Power
AEP
$64.4B
$1.07M 0.99%
9,500
-555
EQT icon
31
EQT Corp
EQT
$37.8B
$1.03M 0.95%
18,929
-930
XLV icon
32
Health Care Select Sector SPDR Fund
XLV
$40.3B
$958K 0.88%
6,887
-600
CVI icon
33
CVR Energy
CVI
$3.53B
$946K 0.87%
25,933
-1,555
AMH icon
34
American Homes 4 Rent
AMH
$11.8B
$822K 0.76%
24,708
-1,549
AER icon
35
AerCap
AER
$22.4B
$778K 0.72%
6,431
-385
NUE icon
36
Nucor
NUE
$36.8B
$769K 0.71%
5,678
-550
BRK.A icon
37
Berkshire Hathaway Class A
BRK.A
$1.09T
$754K 0.7%
1
AMZN icon
38
Amazon
AMZN
$2.5T
$728K 0.67%
3,314
+390
YDES
39
YD Bio Ltd
YDES
$882M
$584K 0.54%
+29,990
RVT icon
40
Royce Value Trust
RVT
$1.92B
$525K 0.48%
+32,523
EPD icon
41
Enterprise Products Partners
EPD
$70.4B
$421K 0.39%
13,475
-300
IGV icon
42
iShares Expanded Tech-Software Sector ETF
IGV
$8.15B
$337K 0.31%
2,930
-247
RACE icon
43
Ferrari
RACE
$68.6B
$315K 0.29%
650
ABT icon
44
Abbott
ABT
$223B
$293K 0.27%
2,189
GLD icon
45
SPDR Gold Trust
GLD
$142B
$275K 0.25%
774
SCHG icon
46
Schwab US Large-Cap Growth ETF
SCHG
$52.3B
$274K 0.25%
8,588
-18
BRK.B icon
47
Berkshire Hathaway Class B
BRK.B
$1.1T
$270K 0.25%
537
PG icon
48
Procter & Gamble
PG
$345B
$265K 0.24%
1,725
SPYM
49
State Street SPDR Portfolio S&P 500 ETF
SPYM
$96.7B
$261K 0.24%
3,333
-152
RTX icon
50
RTX Corp
RTX
$225B
$249K 0.23%
1,490
-25
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