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
76
$34.5K 0.04%
290
77
$31.4K 0.04%
907
78
$31.1K 0.03%
849
79
$28.1K 0.03%
550
80
$28K 0.03%
96
81
$25.4K 0.03%
1,057
82
$24.2K 0.03%
283
83
$19.9K 0.02%
240
84
$19.7K 0.02%
+2,000
85
$18.1K 0.02%
345
86
$17.2K 0.02%
400
-150
87
$16.8K 0.02%
140
88
$16.3K 0.02%
500
89
$15.9K 0.02%
144
+80
90
$15.1K 0.02%
149
91
$15K 0.02%
480
92
$14.5K 0.02%
200
-74
93
$13.8K 0.02%
139
94
$13.3K 0.01%
30
95
$12.6K 0.01%
61
96
$12.2K 0.01%
137
97
$12K 0.01%
230
98
$11.8K 0.01%
545
+25
99
$11.6K 0.01%
1,000
100
$11.4K 0.01%
100
2 3
4
5 6