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
151
$1.06K ﹤0.01%
250
152
$972 ﹤0.01%
300
153
$929 ﹤0.01%
+15
154
$925 ﹤0.01%
2
155
$572 ﹤0.01%
19
156
$530 ﹤0.01%
68
157
$490 ﹤0.01%
500
158
$420 ﹤0.01%
100
159
$394 ﹤0.01%
42
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$330 ﹤0.01%
100
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$322 ﹤0.01%
9
162
$300 ﹤0.01%
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$260 ﹤0.01%
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$243 ﹤0.01%
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$197 ﹤0.01%
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$131 ﹤0.01%
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$71 ﹤0.01%
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169
$50 ﹤0.01%
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170
$41 ﹤0.01%
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171
$20 ﹤0.01%
3
172
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174
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175
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0
4 5 6
7
8