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
51
$120K 0.13%
1,560
52
$116K 0.13%
315
53
$116K 0.13%
1,305
-25
54
$116K 0.13%
700
-495
55
$115K 0.13%
751
56
$108K 0.12%
765
57
$102K 0.11%
3,102
58
$90.1K 0.1%
955
59
$85.8K 0.1%
616
60
$84.3K 0.09%
2,267
+3
61
$80.7K 0.09%
1,270
62
$77.5K 0.09%
170
63
$76.2K 0.09%
910
64
$63.9K 0.07%
6,300
65
$61.7K 0.07%
3,450
66
$61K 0.07%
675
67
$56.1K 0.06%
900
68
$55K 0.06%
220
69
$50.5K 0.06%
600
70
$47.3K 0.05%
3,800
71
$46.9K 0.05%
100
72
$44.2K 0.05%
980
73
$39.6K 0.04%
5,000
74
$38.9K 0.04%
335
75
$38.6K 0.04%
331
-43
1 2
3
4 5