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
$71M
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Sells

1 +$56.5M
2 +$2.64M
3 +$2.19M
4
SO icon
Southern Company
SO
+$1.26M
5
BA icon
Boeing
BA
+$993K

Sector Composition

1 Healthcare 13.74%
2 Financials 11.96%
3 Technology 11.12%
4 Consumer Discretionary 8.05%
5 Consumer Staples 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$810K 1.14%
23,560
-2,769
27
$753K 1.06%
22,706
+22,606
28
$740K 1.04%
12,537
-1,913
29
$707K 1%
32,103
-2,426
30
$700K 0.99%
9,600
31
$699K 0.98%
20,761
-1,026
32
$686K 0.97%
11,560
-318
33
$459K 0.65%
3,497
-500
34
$419K 0.59%
4,338
-4
35
$397K 0.56%
4,405
-1,008
36
$391K 0.55%
3,076
-359
37
$363K 0.51%
1,072
-190
38
$356K 0.5%
27,249
-1,940
39
$316K 0.44%
11,307
-2,818
40
$284K 0.4%
5,207
-134
41
$277K 0.39%
7,291
42
$272K 0.38%
1
43
$266K 0.37%
837
-9
44
$265K 0.37%
1,780
-6,670
45
$259K 0.36%
1,937
46
$239K 0.34%
16,715
47
$225K 0.32%
1,519
48
$212K 0.3%
6,852
+6,392
49
$200K 0.28%
2,156
-206
50
$194K 0.27%
1,350
-200