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
$88.5M
AUM Growth
+$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1 +$3.72M
2 +$925K
3 +$844K
4
MO icon
Altria Group
MO
+$649K
5
SBUX icon
Starbucks
SBUX
+$563K

Top Sells

1 +$1.8M
2 +$1.29M
3 +$458K
4
WLL
Whiting Petroleum Corporation
WLL
+$346K
5
XOM icon
Exxon Mobil
XOM
+$230K

Sector Composition

1 Healthcare 18.46%
2 Consumer Staples 18.38%
3 Technology 12.46%
4 Energy 12.25%
5 Industrials 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$161K 0.18%
1,515
77
$159K 0.18%
7,426
+1,371
78
$152K 0.17%
2,355
+75
79
$149K 0.17%
1,900
-50
80
$142K 0.16%
1,375
+85
81
$141K 0.16%
+2,685
82
$138K 0.16%
2,130
+135
83
$136K 0.15%
8,250
84
$133K 0.15%
2,196
85
$132K 0.15%
1,780
86
$131K 0.15%
14,000
87
$130K 0.15%
4,200
-3,161
88
$123K 0.14%
1,835
89
$120K 0.14%
1,395
-150
90
$116K 0.13%
3,200
91
$115K 0.13%
3,025
-35
92
$115K 0.13%
1,415
93
$115K 0.13%
736
-42
94
$113K 0.13%
2,036
95
$112K 0.13%
1,197
96
$110K 0.12%
2,089
-165
97
$107K 0.12%
1,125
98
$104K 0.12%
+560
99
$103K 0.12%
3,103
+1,310
100
$102K 0.11%
+1,205