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
$99.5M
AUM Growth
+$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1 +$846K
2 +$754K
3 +$494K
4
PGTI
PGT, Inc.
PGTI
+$491K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$443K

Top Sells

1 +$1.74M
2 +$1.43M
3 +$1.19M
4
SM icon
SM Energy
SM
+$1.11M
5
MU icon
Micron Technology
MU
+$990K

Sector Composition

1 Technology 18.15%
2 Consumer Staples 8.4%
3 Industrials 8.13%
4 Financials 6.43%
5 Healthcare 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$507K 0.51%
1,465
-10
52
$502K 0.5%
17,456
53
$495K 0.5%
13,560
-145
54
$494K 0.5%
+46,690
55
$466K 0.47%
17,130
-730
56
$466K 0.47%
3,304
-333
57
$427K 0.43%
5,635
-655
58
$390K 0.39%
8,140
+1,765
59
$388K 0.39%
4,170
+710
60
$388K 0.39%
3,313
+508
61
$384K 0.39%
10,850
-250
62
$377K 0.38%
+21,518
63
$362K 0.36%
9,785
-915
64
$347K 0.35%
5,365
+1,636
65
$346K 0.35%
925
+725
66
$332K 0.33%
1,884
67
$320K 0.32%
1
68
$314K 0.32%
8,135
+1,780
69
$314K 0.32%
+5,590
70
$309K 0.31%
+21,100
71
$306K 0.31%
1,919
72
$306K 0.31%
1,870
-130
73
$300K 0.3%
6,442
-3,002
74
$298K 0.3%
1,810
+425
75
$294K 0.3%
4,020
+495