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
276
$4K ﹤0.01%
50
-9,260
277
$4K ﹤0.01%
442
278
$4K ﹤0.01%
100
279
$4K ﹤0.01%
+100
280
$4K ﹤0.01%
+120
281
$4K ﹤0.01%
+6
282
$3K ﹤0.01%
45
283
$3K ﹤0.01%
60
284
$3K ﹤0.01%
68
285
$3K ﹤0.01%
+30
286
$3K ﹤0.01%
14,690
+2,400
287
$2K ﹤0.01%
+75
288
$2K ﹤0.01%
68
-98
289
$2K ﹤0.01%
125
290
$2K ﹤0.01%
24
291
$2K ﹤0.01%
+15
292
$1K ﹤0.01%
41
293
$1K ﹤0.01%
20
-20
294
$1K ﹤0.01%
15
295
$0 ﹤0.01%
+30
296
– –
-20,770
297
– –
-300
298
– –
-225
299
– –
-90
300
– –
-400
10 11
12
13 14