CCMW

Cypress Capital Management (Wyoming) Portfolio holdings

AUM $92.1M
1-Year Est. Return 19.24%
This Quarter Est. Return
1 Year Est. Return
+19.24%
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
1
$19.2M 21.48%
98,948
-430
2
$5.46M 6.11%
53,003
+11,728
3
$4.33M 4.84%
265,092
+79,655
4
$3.99M 4.47%
22,386
-391
5
$3.53M 3.95%
43,495
-2,720
6
$3.39M 3.79%
112,559
-136
7
$3.29M 3.68%
23,078
+10
8
$3.25M 3.63%
6,031
-123
9
$3.02M 3.38%
126,880
-7,000
10
$2.36M 2.64%
60,127
-2,214
11
$2.17M 2.43%
4,716
-137
12
$2.05M 2.3%
13,021
+4,744
13
$1.99M 2.22%
+133,164
14
$1.95M 2.18%
9,700
+192
15
$1.91M 2.14%
34,603
-4,660
16
$1.7M 1.91%
12,844
17
$1.65M 1.85%
33,032
-50
18
$1.61M 1.8%
20,961
-406
19
$1.52M 1.7%
5,097
-190
20
$1.39M 1.56%
+21,121
21
$1.36M 1.52%
85,025
-8,140
22
$1.33M 1.49%
17,610
-589
23
$1.27M 1.43%
30,992
-1,501
24
$1.16M 1.3%
4,886
-77
25
$1.1M 1.23%
4,938
-140
1
2 3 4 5