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
$76.5M
AUM Growth
+$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1 +$1.7M
2 +$1.6M
3 +$918K
4
STZ icon
Constellation Brands
STZ
+$793K
5
SBUX icon
Starbucks
SBUX
+$718K

Top Sells

1 +$2.1M
2 +$1.25M
3 +$1.24M
4
SWKS icon
Skyworks Solutions
SWKS
+$963K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$508K

Sector Composition

1 Consumer Staples 35.85%
2 Healthcare 16.25%
3 Consumer Discretionary 8.13%
4 Financials 7.1%
5 Technology 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$209K 0.27%
+5,700
52
$198K 0.26%
4,902
-320
53
$190K 0.25%
4,014
-419
54
$181K 0.24%
1,315
-200
55
$178K 0.23%
1,482
+357
56
$172K 0.23%
2,717
+1,217
57
$168K 0.22%
+3,720
58
$164K 0.21%
1,715
-200
59
$162K 0.21%
3,200
60
$162K 0.21%
12,580
-17,050
61
$160K 0.21%
1,920
+1,475
62
$157K 0.2%
1,850
63
$143K 0.19%
+1,545
64
$142K 0.19%
1,480
+665
65
$139K 0.18%
570
66
$138K 0.18%
2,685
67
$129K 0.17%
1,218
+418
68
$120K 0.16%
1,760
-7,440
69
$119K 0.16%
2,956
-30,895
70
$114K 0.15%
1,835
71
$108K 0.14%
+2,965
72
$107K 0.14%
736
73
$106K 0.14%
970
+535
74
$104K 0.14%
+11,141
75
$101K 0.13%
+1,050