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
$77.4M
AUM Growth
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1 +$4.33M
2 +$4.15M
3 +$2.23M
4
T icon
AT&T
T
+$2.03M
5
PXE icon
Invesco Energy Exploration & Production ETF
PXE
+$2M

Sector Composition

1 Technology 19.75%
2 Financials 9.89%
3 Materials 5.4%
4 Consumer Staples 3.64%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$40K 0.05%
220
-850
77
$39K 0.05%
5,000
78
$37K 0.05%
150
79
$32K 0.04%
100
+75
80
$32K 0.04%
1,057
-438
81
$32K 0.04%
1,320
82
$31K 0.04%
2,814
83
$31K 0.04%
335
84
$30K 0.04%
96
85
$29K 0.04%
+855
86
$28K 0.04%
550
87
$26K 0.03%
685
88
$25K 0.03%
907
-100
89
$24K 0.03%
485
-113
90
$22K 0.03%
360
91
$21K 0.03%
274
92
$19K 0.02%
+600
93
$18K 0.02%
240
-1,500
94
$16K 0.02%
500
95
$16K 0.02%
700
96
$15K 0.02%
660
97
$15K 0.02%
140
98
$15K 0.02%
283
99
$15K 0.02%
+39
100
$15K 0.02%
2,500
+1,000