CCMW

Cypress Capital Management (Wyoming) Portfolio holdings

AUM $108M
1-Year Est. Return 54.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+54.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$1.37M
3
+$521K
4
RVT icon
Royce Value Trust
RVT
+$511K
5
PCT icon
PureCycle Technologies
PCT
+$178K

Top Sells

1
+$1.63M
2
+$959K
3
+$153K
4
V icon
Visa
V
+$139K
5
COST icon
Costco
COST
+$128K

Sector Composition

1 Technology 26.73%
2 Consumer Staples 9.17%
3 Financials 7.55%
4 Energy 7.55%
5 Materials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$75.5K 0.07%
355
77
$75.4K 0.07%
231
-8
78
$74.8K 0.07%
98
-13
79
$74.7K 0.07%
1,118
80
$68.9K 0.06%
318
81
$64.5K 0.06%
830
82
$63.3K 0.06%
1,060
-150
83
$58.8K 0.05%
702
84
$57.7K 0.05%
220
85
$57K 0.05%
1,297
-500
86
$54.4K 0.05%
260
87
$54.4K 0.05%
1,078
88
$53.6K 0.05%
653
89
$50.6K 0.05%
723
-22
90
$48.3K 0.04%
+500
91
$47.7K 0.04%
1,217
-2
92
$47.6K 0.04%
771
-2
93
$47.3K 0.04%
2,184
+16
94
$45.7K 0.04%
500
95
$45.5K 0.04%
5,000
96
$39.1K 0.04%
169
97
$38.9K 0.04%
601
98
$37.7K 0.03%
500
99
$37.1K 0.03%
261
100
$37K 0.03%
609
2 3
4
5 6