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
$92.5M
AUM Growth
-$1.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$2.44M
2 +$1.25M
3 +$1.18M
4
AEP icon
American Electric Power
AEP
+$1.13M
5
ADBE icon
Adobe
ADBE
+$823K

Top Sells

1 +$2.47M
2 +$2.37M
3 +$1.4M
4
MZTI
The Marzetti Company
MZTI
+$1.4M
5
AEM icon
Agnico Eagle Mines
AEM
+$1.28M

Sector Composition

1 Technology 24.33%
2 Consumer Staples 11.09%
3 Energy 8.89%
4 Financials 8.87%
5 Materials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$57.7K 0.06%
220
77
$55.7K 0.06%
3,800
78
$54.8K 0.06%
830
-125
79
$54.6K 0.06%
599
80
$43.6K 0.05%
5,000
81
$42.5K 0.05%
250
82
$41.5K 0.04%
277
-18
83
$40.6K 0.04%
5,800
84
$39.9K 0.04%
907
85
$38K 0.04%
335
86
$37.7K 0.04%
530
+5
87
$37K 0.04%
70
88
$36K 0.04%
283
89
$35.7K 0.04%
715
-28
90
$34.9K 0.04%
96
91
$31.6K 0.03%
324
92
$31.4K 0.03%
550
93
$29.1K 0.03%
743
94
$27.4K 0.03%
1,244
+3
95
$27.3K 0.03%
+225
96
$25.7K 0.03%
155
97
$22.1K 0.02%
299
98
$20.9K 0.02%
1,000
99
$20.2K 0.02%
517
-205
100
$19.9K 0.02%
1,057