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
$87.2M
AUM Growth
-$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$2.12M
3
+$1.97M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.12M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$857K

Top Sells

1
+$2.35M
2
+$1.71M
3
+$1.45M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.12M
5
DUG icon
ProShares UltraShort Energy
DUG
+$1.11M

Sector Composition

1 Technology 16.63%
2 Consumer Staples 13.98%
3 Industrials 8.85%
4 Financials 6.58%
5 Healthcare 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$887K 1.02%
11,202
27
$825K 0.95%
16,225
-200
28
$811K 0.93%
14,235
+170
29
$791K 0.91%
16,541
-750
30
$713K 0.82%
13,565
-100
31
$698K 0.8%
14,585
-50
32
$680K 0.78%
9,400
33
$648K 0.74%
5,415
+3,055
34
$622K 0.71%
10,180
+215
35
$619K 0.71%
10,165
+2,110
36
$618K 0.71%
40,129
+37,270
37
$599K 0.69%
+883
38
$578K 0.66%
5,255
39
$566K 0.65%
555
+194
40
$554K 0.64%
12,115
+350
41
$541K 0.62%
1,650
-150
42
$541K 0.62%
15,190
-500
43
$533K 0.61%
2,830
44
$532K 0.61%
7,125
45
$532K 0.61%
3,233
+1,691
46
$514K 0.59%
+53,175
47
$513K 0.59%
17,460
+11,130
48
$498K 0.57%
1,475
49
$481K 0.55%
3,754
-768
50
$476K 0.55%
3,037
-55
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2
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