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
$77.9M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$681K
3
+$259K
4
VLO icon
Valero Energy
VLO
+$209K
5
TGT icon
Target
TGT
+$198K

Top Sells

1
+$1.17M
2
+$775K
3
+$584K
4
COP icon
ConocoPhillips
COP
+$574K
5
EPD icon
Enterprise Products Partners
EPD
+$495K

Sector Composition

1 Consumer Staples 22.58%
2 Healthcare 18.97%
3 Technology 11.66%
4 Energy 8.01%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
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