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
$74.1M
AUM Growth
-$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$440K
3
+$365K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$299K
5
TGT icon
Target
TGT
+$255K

Top Sells

1
+$1.94M
2
+$831K
3
+$421K
4
KMI icon
Kinder Morgan
KMI
+$414K
5
AXON icon
Axon Enterprise
AXON
+$384K

Sector Composition

1 Consumer Staples 27.75%
2 Healthcare 17.22%
3 Technology 8.4%
4 Consumer Discretionary 8.39%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$258K 0.35%
9,875
52
$248K 0.33%
8,820
53
$232K 0.31%
5,183
+1,065
54
$228K 0.31%
8,400
+1,530
55
$214K 0.29%
4,433
+251
56
$212K 0.29%
5,222
57
$208K 0.28%
2,720
58
$204K 0.27%
1,515
59
$199K 0.27%
1,915
-3,070
60
$198K 0.27%
34,190
-19,000
61
$194K 0.26%
3,280
62
$175K 0.24%
3,911
-850
63
$171K 0.23%
2,235
-300
64
$171K 0.23%
4,200
65
$152K 0.21%
1,850
66
$150K 0.2%
3,200
67
$149K 0.2%
1,940
68
$142K 0.19%
2,685
69
$141K 0.19%
1,125
+300
70
$138K 0.19%
1,451
+200
71
$137K 0.19%
10,168
+3,825
72
$129K 0.17%
2,036
73
$128K 0.17%
1,125
-100
74
$126K 0.17%
10,300
-3,700
75
$110K 0.15%
795
+175
1 2
3
4 5