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
$91.3M
AUM Growth
+$6.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.13M
3
+$1M
4
PLTR icon
Palantir
PLTR
+$953K
5
LMND icon
Lemonade
LMND
+$946K

Top Sells

1
+$2.69M
2
+$310K
3
+$252K
4
AMLP icon
Alerian MLP ETF
AMLP
+$244K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$231K

Sector Composition

1 Technology 22.09%
2 Consumer Staples 12.97%
3 Financials 9.39%
4 Energy 5.99%
5 Materials 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$217K 0.24%
17,983
52
$168K 0.18%
643
53
$161K 0.18%
2,810
-1,000
54
$136K 0.15%
382
55
$136K 0.15%
3,102
56
$132K 0.15%
774
57
$129K 0.14%
315
58
$124K 0.14%
751
59
$120K 0.13%
2,900
60
$110K 0.12%
700
61
$105K 0.12%
765
62
$79.7K 0.09%
1,000
-560
63
$79.6K 0.09%
170
64
$75.6K 0.08%
616
65
$74.6K 0.08%
1,120
-150
66
$72.8K 0.08%
955
67
$72.3K 0.08%
791
-119
68
$71K 0.08%
1,600
69
$70.1K 0.08%
1,860
-410
70
$65.7K 0.07%
675
71
$64.6K 0.07%
3,450
72
$62K 0.07%
5,800
73
$57.9K 0.06%
220
74
$53.7K 0.06%
600
-705
75
$49.5K 0.05%
85
-15
1 2
3
4 5