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
176
– –
0
177
– –
-1,600
178
– –
-300
179
– –
-13,206
180
– –
-60
181
– –
-400
4 5 6 7
8