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
101
$11.3K 0.01%
24
102
$11K 0.01%
400
103
$10.6K 0.01%
200
104
$10.4K 0.01%
1,677
+46
105
$10.1K 0.01%
235
106
$9.8K 0.01%
310
107
$9.48K 0.01%
120
108
$9.22K 0.01%
485
109
$9.14K 0.01%
850
110
$9.04K 0.01%
150
111
$8.47K 0.01%
150
112
$8.15K 0.01%
550
-14,031
113
$7.67K 0.01%
700
114
$7.01K 0.01%
200
115
$6.79K 0.01%
150
116
$6.61K 0.01%
527
117
$6.4K 0.01%
+150
118
$6.36K 0.01%
2,814
+1,812
119
$6.13K 0.01%
139
-10
120
$5.28K 0.01%
150
121
$4.77K 0.01%
50
122
$4.59K 0.01%
495
123
$4.39K ﹤0.01%
+100
124
$4.29K ﹤0.01%
192
125
$4.21K ﹤0.01%
100
3 4
5
6 7