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
$76.5M
AUM Growth
+$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1 +$1.7M
2 +$1.6M
3 +$918K
4
STZ icon
Constellation Brands
STZ
+$793K
5
SBUX icon
Starbucks
SBUX
+$718K

Top Sells

1 +$2.1M
2 +$1.25M
3 +$1.24M
4
SWKS icon
Skyworks Solutions
SWKS
+$963K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$508K

Sector Composition

1 Consumer Staples 35.85%
2 Healthcare 16.25%
3 Consumer Discretionary 8.13%
4 Financials 7.1%
5 Technology 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$97.8K 0.13%
7,370
-2,798
77
$97.2K 0.13%
1,500
-300
78
$96.9K 0.13%
+700
79
$92K 0.12%
2,109
-596
80
$91.7K 0.12%
1,225
-250
81
$89.9K 0.12%
+4,700
82
$87.5K 0.11%
1,350
83
$87.3K 0.11%
1,100
-4,455
84
$84.4K 0.11%
1,200
+200
85
$81.4K 0.11%
1,000
86
$81.1K 0.11%
1,025
-335
87
$79.3K 0.1%
5,100
+2,600
88
$77.4K 0.1%
2,373
+1,049
89
$75.7K 0.1%
+296
90
$74.9K 0.1%
1,995
+1,700
91
$74.1K 0.1%
1,350
92
$72.1K 0.09%
1,835
93
$71.8K 0.09%
3,975
+2,250
94
$66.6K 0.09%
3,558
-22,567
95
$64.8K 0.08%
800
-1,140
96
$64.5K 0.08%
600
97
$62.5K 0.08%
3,060
-5,340
98
$62.4K 0.08%
+800
99
$57.3K 0.08%
1,260
100
$56.7K 0.07%
6,625
-29,325