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
$111M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1 +$2.7M
2 +$2.15M
3 +$2.08M
4
UPS icon
United Parcel Service
UPS
+$1.71M
5
WMT icon
Walmart
WMT
+$1.63M

Sector Composition

1 Technology 20.43%
2 Healthcare 13.36%
3 Financials 10.18%
4 Consumer Discretionary 9.4%
5 Materials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$388K 0.35%
3,535
-30
52
$369K 0.33%
15,180
+4
53
$342K 0.31%
5,207
54
$323K 0.29%
1
55
$312K 0.28%
1,787
-150
56
$289K 0.26%
7,342
-2,265
57
$286K 0.26%
5,024
-26
58
$281K 0.25%
16,545
-170
59
$275K 0.25%
1,519
60
$261K 0.23%
1,560
-285
61
$261K 0.23%
233,049
+20,360
62
$253K 0.23%
7,291
63
$246K 0.22%
1,195
64
$245K 0.22%
26,558
65
$240K 0.22%
6,503
-109
66
$239K 0.21%
1,173
-60
67
$238K 0.21%
3,637
68
$236K 0.21%
1,650
69
$234K 0.21%
7,275
70
$211K 0.19%
803
-63
71
$192K 0.17%
1,050
72
$188K 0.17%
2,957
73
$187K 0.17%
13,000
74
$177K 0.16%
15,062
75
$166K 0.15%
3,559
+25