CCMW
Cypress Capital Management (Wyoming) Portfolio holdings
AUM
$92.1M
1-Year Return
19.24%
This Quarter Return
-13.63%
1 Year Return
+19.24%
3 Year Return
+74.82%
5 Year Return
+195.58%
10 Year Return
+425.55%
AUM
$52M
AUM Growth
-$47.4M
(-48%)
Cap. Flow
-$31.1M
Cap. Flow
% of AUM
-59.87%
Top 10 Holdings %
Top 10 Hldgs %
39.25%
Holding
404
New
54
Increased
40
Reduced
102
Closed
65
Top Buys
| 1 |
Visa
V
|
$205K |
| 2 |
SM Energy
SM
|
$202K |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
$139K |
| 4 |
XOG
Extraction Oil & Gas, Inc. Common Stock
XOG
|
$105K |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
$104K |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$4.01M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
$2.36M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$2.08M |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
$1.95M |
| 5 |
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% |
