CCMW

Cypress Capital Management (Wyoming) Portfolio holdings

AUM $92.1M
1-Year Est. Return 19.24%
This Quarter Est. Return
1 Year Est. Return
+19.24%
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 Buys

1
+$205K
2
+$202K
3
+$139K
4
XOG
Extraction Oil & Gas, Inc. Common Stock
XOG
+$105K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$104K

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
376
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380
$0 ﹤0.01%
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381
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382
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384
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389
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390
$0 ﹤0.01%
4
391
$0 ﹤0.01%
1,000
392
– –
-1,000
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