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
$88.3M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$675K
2
+$555K
3
+$550K
4
BCC icon
Boise Cascade
BCC
+$517K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$514K

Top Sells

1
+$2.16M
2
+$1.34M
3
+$741K
4
MO icon
Altria Group
MO
+$596K
5
CSX icon
CSX Corp
CSX
+$565K

Sector Composition

1 Consumer Staples 19.62%
2 Technology 15.09%
3 Healthcare 11.2%
4 Industrials 7.66%
5 Financials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15K 0.02%
300
227
$15K 0.02%
300
228
$15K 0.02%
378
229
$15K 0.02%
+210
230
$14K 0.02%
500
231
$14K 0.02%
100
-2,370
232
$14K 0.02%
300
-500
233
$13K 0.01%
115
234
$13K 0.01%
200
235
$13K 0.01%
+620
236
$12K 0.01%
330
-200
237
$12K 0.01%
+272
238
$12K 0.01%
+600
239
$12K 0.01%
235
240
$12K 0.01%
2,250
+750
241
$11K 0.01%
200
242
$11K 0.01%
150
243
$11K 0.01%
225
244
$11K 0.01%
200
-100
245
$10K 0.01%
350
246
$10K 0.01%
400
247
$9K 0.01%
116
-346
248
$9K 0.01%
200
249
$9K 0.01%
300
250
$9K 0.01%
3,400
8 9
10
11 12