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
$87.2M
AUM Growth
-$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$2.12M
3
+$1.97M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.12M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$857K

Top Sells

1
+$2.35M
2
+$1.71M
3
+$1.45M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.12M
5
DUG icon
ProShares UltraShort Energy
DUG
+$1.11M

Sector Composition

1 Technology 16.63%
2 Consumer Staples 13.98%
3 Industrials 8.85%
4 Financials 6.58%
5 Healthcare 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$0 ﹤0.01%
+1,000
302
– –
-650
303
– –
-155
304
– –
-159
305
– –
-6,500
306
– –
-330
307
– –
-6,380
308
– –
-1,400
309
– –
-2,000
310
– –
-320
311
– –
-1
312
– –
-115
313
$0 ﹤0.01%
41
314
– –
-1,865
315
– –
-2
316
– –
-480
317
$0 ﹤0.01%
10
318
– –
-2,000
319
– –
-620
320
– –
-40
321
$0 ﹤0.01%
15
322
– –
-1,390
323
– –
-625
324
– –
-272
325
– –
-1,515
10 11 12
13
14