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
$99.5M
AUM Growth
+$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1 +$846K
2 +$754K
3 +$494K
4
PGTI
PGT, Inc.
PGTI
+$491K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$443K

Top Sells

1 +$1.74M
2 +$1.43M
3 +$1.19M
4
SM icon
SM Energy
SM
+$1.11M
5
MU icon
Micron Technology
MU
+$990K

Sector Composition

1 Technology 18.15%
2 Consumer Staples 8.4%
3 Industrials 8.13%
4 Financials 6.43%
5 Healthcare 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$291K 0.29%
10,815
+1,600
77
$274K 0.28%
+7,538
78
$264K 0.27%
23,815
+1,950
79
$243K 0.24%
900
+25
80
$241K 0.24%
1,165
81
$235K 0.24%
1,540
+955
82
$232K 0.23%
4,614
+3,840
83
$216K 0.22%
1,160
+500
84
$215K 0.22%
4,077
85
$213K 0.21%
2,150
+100
86
$209K 0.21%
15,000
-100
87
$205K 0.21%
3,797
+1,740
88
$203K 0.2%
1,350
89
$198K 0.2%
2,065
90
$193K 0.19%
2,140
-250
91
$189K 0.19%
11,000
+2,500
92
$179K 0.18%
1,585
-25
93
$165K 0.17%
6,851
-65
94
$165K 0.17%
2,103
95
$164K 0.16%
1,076
+4
96
$158K 0.16%
5,000
-35,085
97
$154K 0.15%
2,595
+225
98
$151K 0.15%
2,260
99
$144K 0.14%
860
-30
100
$141K 0.14%
1,916