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
$74.1M
AUM Growth
-$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$440K
3
+$365K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$299K
5
TGT icon
Target
TGT
+$255K

Top Sells

1
+$1.94M
2
+$831K
3
+$421K
4
KMI icon
Kinder Morgan
KMI
+$414K
5
AXON icon
Axon Enterprise
AXON
+$384K

Sector Composition

1 Consumer Staples 27.75%
2 Healthcare 17.22%
3 Technology 8.4%
4 Consumer Discretionary 8.39%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$0 ﹤0.01%
200
227
$0 ﹤0.01%
95
228
$0 ﹤0.01%
1,264
-3,460
229
$0 ﹤0.01%
1,255
-270
230
$0 ﹤0.01%
3,075
-200
231
$0 ﹤0.01%
14,410
232
– –
-1,000
233
– –
-1,500
234
– –
-7,000
235
– –
-280
236
$0 ﹤0.01%
1,900
+310
237
– –
-22,237
238
$0 ﹤0.01%
150
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239
– –
-1,115
240
$0 ﹤0.01%
75
241
$0 ﹤0.01%
600
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242
$0 ﹤0.01%
275
243
$0 ﹤0.01%
133
244
$0 ﹤0.01%
28
245
$0 ﹤0.01%
8,865
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246
– –
-520
247
$0 ﹤0.01%
3,995
-375
6 7 8 9
10