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
$87.2M
AUM Growth
-$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$2.12M
3
+$1.97M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.12M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$857K

Top Sells

1
+$2.35M
2
+$1.71M
3
+$1.45M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.12M
5
DUG icon
ProShares UltraShort Energy
DUG
+$1.11M

Sector Composition

1 Technology 16.63%
2 Consumer Staples 13.98%
3 Industrials 8.85%
4 Financials 6.58%
5 Healthcare 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$446K 0.51%
13,050
-200
52
$442K 0.51%
6,626
-3,400
53
$427K 0.49%
17,456
-1,418
54
$420K 0.48%
6,235
-5,550
55
$411K 0.47%
18,175
+1,510
56
$403K 0.46%
44,992
-22,840
57
$402K 0.46%
+3,294
58
$389K 0.45%
24,465
+1,070
59
$387K 0.44%
3,330
+200
60
$361K 0.41%
9,905
+200
61
$351K 0.4%
6,305
+500
62
$346K 0.4%
1,884
-30
63
$340K 0.39%
+665
64
$316K 0.36%
11,660
+300
65
$314K 0.36%
6,020
+4,150
66
$299K 0.34%
+1
67
$294K 0.34%
2,905
+25
68
$291K 0.33%
6,540
-1,499
69
$287K 0.33%
2,075
-313
70
$283K 0.32%
11,005
-860
71
$255K 0.29%
3,560
-600
72
$252K 0.29%
+7,400
73
$235K 0.27%
3,790
-250
74
$214K 0.25%
+6,881
75
$212K 0.24%
1,685
1 2
3
4 5