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
$88.3M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1 +$675K
2 +$555K
3 +$550K
4
BCC icon
Boise Cascade
BCC
+$517K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$514K

Top Sells

1 +$2.16M
2 +$1.34M
3 +$741K
4
MO icon
Altria Group
MO
+$596K
5
CSX icon
CSX Corp
CSX
+$565K

Sector Composition

1 Consumer Staples 19.62%
2 Technology 15.09%
3 Healthcare 11.2%
4 Industrials 7.66%
5 Financials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$851K 0.96%
14,065
+2,000
27
$839K 0.95%
17,145
+575
28
$797K 0.9%
16,425
+2,425
29
$717K 0.81%
13,665
+4,400
30
$693K 0.79%
14,635
+815
31
$692K 0.78%
50,105
-10,195
32
$632K 0.72%
4,522
-1,000
33
$629K 0.71%
10,026
-1,650
34
$600K 0.68%
67,832
+14,072
35
$596K 0.68%
7,125
-1,030
36
$585K 0.66%
295
+280
37
$582K 0.66%
15,690
+1,765
38
$569K 0.64%
9,965
+635
39
$562K 0.64%
5,255
-350
40
$550K 0.62%
9,400
-800
41
$548K 0.62%
30,870
+6,966
42
$531K 0.6%
1,800
43
$531K 0.6%
13,250
-4,825
44
$527K 0.6%
2,830
+290
45
$517K 0.59%
+12,955
46
$516K 0.58%
3,092
47
$514K 0.58%
+6,500
48
$514K 0.58%
23,260
+12,260
49
$500K 0.57%
18,874
-2,650
50
$493K 0.56%
11,765
+1,140