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
$52M
AUM Growth
-$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Sells

1 +$4.01M
2 +$2.36M
3 +$2.08M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.95M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.86M

Sector Composition

1 Technology 14.56%
2 Consumer Staples 10.88%
3 Healthcare 8.55%
4 Industrials 8.36%
5 Financials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$2K ﹤0.01%
+25
302
$2K ﹤0.01%
700
303
$2K ﹤0.01%
100
304
$2K ﹤0.01%
+10
305
$2K ﹤0.01%
100
-1,400
306
$1K ﹤0.01%
11
307
$1K ﹤0.01%
41
308
$1K ﹤0.01%
20
309
$1K ﹤0.01%
+30
310
$1K ﹤0.01%
55
311
$1K ﹤0.01%
+20
312
$1K ﹤0.01%
125
313
$1K ﹤0.01%
14,390
-300
314
$1K ﹤0.01%
+11
315
$1K ﹤0.01%
+14
316
$1K ﹤0.01%
+30
317
-22,660
318
-1
319
-610
320
-800
321
-6,851
322
-47
323
-7,538
324
-8,135
325
-200