CCMW

Cypress Capital Management (Wyoming) Portfolio holdings

AUM $92.1M
1-Year Est. Return 19.24%
This Quarter Est. Return
1 Year Est. Return
+19.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.3M
AUM Growth
+$6.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.13M
3
+$1M
4
PLTR icon
Palantir
PLTR
+$953K
5
LMND icon
Lemonade
LMND
+$946K

Top Sells

1
+$2.69M
2
+$310K
3
+$252K
4
AMLP icon
Alerian MLP ETF
AMLP
+$244K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$231K

Sector Composition

1 Technology 22.09%
2 Consumer Staples 12.97%
3 Financials 9.39%
4 Energy 5.99%
5 Materials 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 1.28%
3,932
-1,047
27
$1.14M 1.25%
15,845
-1,495
28
$1.13M 1.24%
+68,192
29
$1.12M 1.23%
29,069
-1,545
30
$1.1M 1.21%
65,642
-12,025
31
$1M 1.1%
+6,603
32
$953K 1.04%
+55,529
33
$946K 1.04%
+58,663
34
$906K 0.99%
9,936
-961
35
$719K 0.79%
7,192
36
$654K 0.72%
17,259
-1,226
37
$631K 0.69%
9,962
-1,167
38
$545K 0.6%
2,925
-400
39
$543K 0.59%
1
40
$519K 0.57%
3,050
41
$506K 0.55%
5,300
-1,275
42
$448K 0.49%
3,147
+1,597
43
$366K 0.4%
13,875
-1,570
44
$304K 0.33%
2,764
-175
45
$295K 0.32%
1,120
46
$278K 0.31%
1,328
47
$277K 0.3%
3,290
-740
48
$268K 0.29%
19,400
49
$253K 0.28%
1,725
50
$220K 0.24%
650
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2
3 4 5