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
$111M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1 +$2.7M
2 +$2.15M
3 +$2.08M
4
UPS icon
United Parcel Service
UPS
+$1.71M
5
WMT icon
Walmart
WMT
+$1.63M

Sector Composition

1 Technology 20.43%
2 Healthcare 13.36%
3 Financials 10.18%
4 Consumer Discretionary 9.4%
5 Materials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.44M 1.29%
7,828
-167
27
$1.44M 1.29%
11,503
-158
28
$1.4M 1.26%
6,792
29
$1.35M 1.22%
53,815
30
$1.29M 1.16%
41,502
-1,950
31
$1.28M 1.15%
23,670
+30
32
$1.28M 1.15%
5,397
-9
33
$1.25M 1.12%
3,386
34
$1.14M 1.03%
9,910
-133
35
$1.1M 0.99%
18,574
-945
36
$1.07M 0.96%
15,227
-728
37
$935K 0.84%
5,881
-156
38
$914K 0.82%
4,234
+93
39
$818K 0.74%
10,133
-546
40
$618K 0.56%
26,379
41
$615K 0.55%
7,800
-900
42
$531K 0.48%
3,515
43
$524K 0.47%
2,810
-217
44
$520K 0.47%
14,039
-88,766
45
$516K 0.46%
8,077
-8
46
$475K 0.43%
8,244
-33
47
$457K 0.41%
7,635
-40
48
$446K 0.4%
4,405
49
$420K 0.38%
837
50
$401K 0.36%
1,040
-17