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
$74.1M
AUM Growth
-$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$440K
3
+$365K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$299K
5
TGT icon
Target
TGT
+$255K

Top Sells

1
+$1.94M
2
+$831K
3
+$421K
4
KMI icon
Kinder Morgan
KMI
+$414K
5
AXON icon
Axon Enterprise
AXON
+$384K

Sector Composition

1 Consumer Staples 27.75%
2 Healthcare 17.22%
3 Technology 8.4%
4 Consumer Discretionary 8.39%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$110K 0.15%
570
+50
77
$109K 0.15%
2,705
+235
78
$107K 0.14%
736
79
$105K 0.14%
1,835
80
$103K 0.14%
1,360
-75
81
$99.5K 0.13%
1,500
+450
82
$96.9K 0.13%
1,800
83
$96.4K 0.13%
+1,475
84
$94.2K 0.13%
+1,425
85
$89.8K 0.12%
4,900
-3,300
86
$87.1K 0.12%
1,350
+385
87
$85.5K 0.12%
1,350
+100
88
$82K 0.11%
800
89
$79.9K 0.11%
+1,680
90
$76.8K 0.1%
1,835
91
$76.4K 0.1%
815
-100
92
$71.5K 0.1%
1,000
93
$71.4K 0.1%
3,210
+300
94
$71.1K 0.1%
7,500
+500
95
$70K 0.09%
705
+100
96
$67.9K 0.09%
1,000
97
$65.5K 0.09%
600
98
$63.9K 0.09%
290
+50
99
$63K 0.08%
796
100
$60.9K 0.08%
3,975
+1,500
2 3
4
5 6