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
$92.5M
AUM Growth
-$1.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$2.44M
2 +$1.25M
3 +$1.18M
4
AEP icon
American Electric Power
AEP
+$1.13M
5
ADBE icon
Adobe
ADBE
+$823K

Top Sells

1 +$2.47M
2 +$2.37M
3 +$1.4M
4
MZTI
The Marzetti Company
MZTI
+$1.4M
5
AEM icon
Agnico Eagle Mines
AEM
+$1.28M

Sector Composition

1 Technology 24.33%
2 Consumer Staples 11.09%
3 Energy 8.89%
4 Financials 8.87%
5 Materials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.18M 1.28%
+30,854
27
$1.17M 1.26%
11,398
+11,018
28
$1.1M 1.19%
7,331
-458
29
$1.07M 1.15%
27,233
-225
30
$990K 1.07%
31,555
-388
31
$986K 1.07%
38,148
-24,735
32
$829K 0.9%
9,231
-85
33
$823K 0.89%
+1,589
34
$821K 0.89%
35,641
-905
35
$703K 0.76%
69,749
-2,785
36
$691K 0.75%
1
37
$591K 0.64%
3,174
-32
38
$557K 0.6%
9,689
-160
39
$538K 0.58%
9,005
-109
40
$498K 0.54%
11,950
-460
41
$401K 0.43%
13,775
42
$326K 0.35%
2,690
-600
43
$319K 0.35%
19,900
+1,000
44
$309K 0.33%
+3,452
45
$306K 0.33%
650
46
$301K 0.33%
1,735
47
$286K 0.31%
2,509
-75
48
$252K 0.27%
920
49
$178K 0.19%
2,201
+2,060
50
$176K 0.19%
382