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
$88.5M
AUM Growth
+$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$925K
3
+$844K
4
MO icon
Altria Group
MO
+$649K
5
SBUX icon
Starbucks
SBUX
+$563K

Top Sells

1
+$1.8M
2
+$1.29M
3
+$458K
4
WLL
Whiting Petroleum Corporation
WLL
+$346K
5
XOM icon
Exxon Mobil
XOM
+$230K

Sector Composition

1 Healthcare 18.46%
2 Consumer Staples 18.38%
3 Technology 12.46%
4 Energy 12.25%
5 Industrials 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$922K 1.04%
20,000
-2,000
27
$914K 1.03%
16,826
+524
28
$887K 1%
14,440
-10
29
$872K 0.99%
21,070
+623
30
$840K 0.95%
25,200
31
$814K 0.92%
5,865
-273
32
$762K 0.86%
10,143
+305
33
$603K 0.68%
8,940
34
$585K 0.66%
17,680
+600
35
$564K 0.64%
8,100
-6,580
36
$532K 0.6%
5,454
37
$526K 0.59%
5,015
-40
38
$520K 0.59%
5,388
-700
39
$439K 0.5%
5,455
40
$438K 0.49%
6,460
+100
41
$427K 0.48%
4,650
+1,233
42
$426K 0.48%
3,345
-21
43
$411K 0.46%
+60,940
44
$377K 0.43%
4,829
45
$375K 0.42%
3,862
-220
46
$373K 0.42%
26,880
47
$357K 0.4%
31,430
48
$355K 0.4%
36,625
+1,000
49
$355K 0.4%
6,795
+2,020
50
$348K 0.39%
10,455
+450
1
2
3 4 5