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
126
$4.18K ﹤0.01%
+120
127
$4.18K ﹤0.01%
+200
128
$4.03K ﹤0.01%
200
129
$3.86K ﹤0.01%
52
-2
130
$3.75K ﹤0.01%
+100
131
$3.75K ﹤0.01%
50
132
$3.49K ﹤0.01%
22
133
$3.35K ﹤0.01%
+500
134
$2.77K ﹤0.01%
100
135
$2.72K ﹤0.01%
+80
136
$2.59K ﹤0.01%
100
137
$2.33K ﹤0.01%
28
138
$2.33K ﹤0.01%
150
139
$2.29K ﹤0.01%
1,000
140
$2.16K ﹤0.01%
76
-30,081
141
$2.13K ﹤0.01%
457
-6
142
$2.1K ﹤0.01%
75
143
$2.07K ﹤0.01%
30
144
$2.06K ﹤0.01%
+67
145
$1.67K ﹤0.01%
62
-68,711
146
$1.67K ﹤0.01%
100
147
$1.65K ﹤0.01%
200
148
$1.38K ﹤0.01%
33
149
$1.35K ﹤0.01%
60
150
$1.23K ﹤0.01%
50
4 5
6
7 8