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
$114M
AUM Growth
+$3.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.38M
3
+$2.35M
4
IIPR icon
Innovative Industrial Properties
IIPR
+$2.22M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.21M

Top Sells

1
+$2.82M
2
+$2.73M
3
+$2.54M
4
MCD icon
McDonald's
MCD
+$2.16M
5
DIS icon
Walt Disney
DIS
+$1.95M

Sector Composition

1 Technology 25.86%
2 Financials 14.24%
3 Consumer Discretionary 7.83%
4 Healthcare 7.68%
5 Materials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$380K 0.33%
1,787
52
$371K 0.32%
3,389
-146
53
$369K 0.32%
1,040
54
$351K 0.3%
5,207
55
$348K 0.3%
1
56
$341K 0.3%
715
-88
57
$340K 0.29%
1,528
-3,998
58
$310K 0.27%
15,845
-700
59
$301K 0.26%
7,342
60
$298K 0.26%
1,390
-170
61
$284K 0.25%
6,892
-399
62
$282K 0.24%
4,885
-139
63
$274K 0.24%
7,275
64
$271K 0.23%
1,519
65
$269K 0.23%
4,623
-3,454
66
$261K 0.23%
1,169
-4
67
$246K 0.21%
3,637
68
$244K 0.21%
1,195
69
$242K 0.21%
224,205
-8,844
70
$241K 0.21%
1,050
71
$230K 0.2%
1,650
72
$227K 0.2%
+8,190
73
$221K 0.19%
704
+199
74
$220K 0.19%
13,000
75
$216K 0.19%
5,918
-585
1 2
3
4 5