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
$88.3M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1 +$675K
2 +$555K
3 +$550K
4
BCC icon
Boise Cascade
BCC
+$517K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$514K

Top Sells

1 +$2.16M
2 +$1.34M
3 +$741K
4
MO icon
Altria Group
MO
+$596K
5
CSX icon
CSX Corp
CSX
+$565K

Sector Composition

1 Consumer Staples 19.62%
2 Technology 15.09%
3 Healthcare 11.2%
4 Industrials 7.66%
5 Financials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$251K 0.28%
4,040
+570
77
$249K 0.28%
1,410
+110
78
$239K 0.27%
2,765
-335
79
$230K 0.26%
+11,600
80
$218K 0.25%
4,077
-400
81
$211K 0.24%
+6,330
82
$208K 0.24%
1,685
-250
83
$196K 0.22%
+8,000
84
$186K 0.21%
4,052
+525
85
$182K 0.21%
+4,400
86
$173K 0.2%
985
-45
87
$170K 0.19%
990
-256
88
$168K 0.19%
5,330
-900
89
$165K 0.19%
10,500
+6,000
90
$155K 0.18%
2,700
-300
91
$153K 0.17%
8,784
+6,144
92
$153K 0.17%
2,517
-1,499
93
$142K 0.16%
7,030
94
$139K 0.16%
9,150
95
$138K 0.16%
4,671
-200
96
$138K 0.16%
1,500
-350
97
$136K 0.15%
1,115
98
$135K 0.15%
3,919
-4,901
99
$135K 0.15%
1,970
100
$132K 0.15%
770
+325