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
$88.3M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1 +$675K
2 +$555K
3 +$550K
4
BCC icon
Boise Cascade
BCC
+$517K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$514K

Top Sells

1 +$2.16M
2 +$1.34M
3 +$741K
4
MO icon
Altria Group
MO
+$596K
5
CSX icon
CSX Corp
CSX
+$565K

Sector Composition

1 Consumer Staples 19.62%
2 Technology 15.09%
3 Healthcare 11.2%
4 Industrials 7.66%
5 Financials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$478K 0.54%
23,395
+1,915
52
$474K 0.54%
1,475
-15
53
$454K 0.51%
8,055
-475
54
$453K 0.51%
4,925
+75
55
$441K 0.5%
361
+121
56
$429K 0.49%
16,665
+80
57
$399K 0.45%
17,185
-1,290
58
$380K 0.43%
11,865
+690
59
$379K 0.43%
8,039
-366
60
$377K 0.43%
1,914
-179
61
$375K 0.42%
+15,000
62
$363K 0.41%
+9,705
63
$351K 0.4%
2,388
-228
64
$333K 0.38%
7,926
+7,833
65
$320K 0.36%
3,130
-100
66
$314K 0.36%
4,160
-600
67
$297K 0.34%
5,805
-320
68
$296K 0.34%
+13,925
69
$294K 0.33%
11,360
+10,060
70
$284K 0.32%
2,880
-45
71
$275K 0.31%
1,450
72
$272K 0.31%
4,475
-1,905
73
$272K 0.31%
+1,542
74
$269K 0.3%
2,360
75
$262K 0.3%
+10,250