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
$89.4M
AUM Growth
+$3.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.39M
3
+$1.3M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.21M
5
UHS icon
Universal Health Services
UHS
+$748K

Top Sells

1
+$1.85M
2
+$907K
3
+$854K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$258K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$221K

Sector Composition

1 Technology 21.81%
2 Consumer Staples 13.23%
3 Financials 6.34%
4 Materials 5.56%
5 Energy 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 1.2%
22,260
-709
27
$943K 1.06%
11,278
-318
28
$835K 0.94%
3,346
-3,633
29
$771K 0.86%
7,192
30
$740K 0.83%
11,309
-252
31
$693K 0.78%
7,100
+700
32
$670K 0.75%
+18,782
33
$537K 0.6%
1,556
+826
34
$518K 0.58%
1
35
$447K 0.5%
3,075
36
$407K 0.46%
15,445
-1,600
37
$395K 0.44%
4,030
+250
38
$320K 0.36%
2,939
39
$276K 0.31%
1,328
-72
40
$262K 0.29%
1,725
41
$246K 0.28%
19,400
42
$240K 0.27%
12,750
43
$237K 0.26%
1,120
-300
44
$211K 0.24%
650
45
$204K 0.23%
17,983
46
$189K 0.21%
3,810
+250
47
$143K 0.16%
774
48
$136K 0.15%
643
49
$134K 0.15%
2,900
50
$130K 0.15%
382
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