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
$88.5M
AUM Growth
+$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1 +$3.72M
2 +$925K
3 +$844K
4
MO icon
Altria Group
MO
+$649K
5
SBUX icon
Starbucks
SBUX
+$563K

Top Sells

1 +$1.8M
2 +$1.29M
3 +$458K
4
WLL
Whiting Petroleum Corporation
WLL
+$346K
5
XOM icon
Exxon Mobil
XOM
+$230K

Sector Composition

1 Healthcare 18.46%
2 Consumer Staples 18.38%
3 Technology 12.46%
4 Energy 12.25%
5 Industrials 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$102K 0.11%
5,968
-650
102
$98.8K 0.11%
1,475
+200
103
$90.1K 0.1%
1,835
104
$88.9K 0.1%
+1,850
105
$88.2K 0.1%
+1,535
106
$87.4K 0.1%
1,000
107
$87.3K 0.1%
565
+355
108
$80.6K 0.09%
1,515
109
$77.6K 0.09%
1,400
110
$75.9K 0.09%
1,800
111
$74.8K 0.08%
1,310
+430
112
$74.4K 0.08%
2,240
113
$73.9K 0.08%
1,000
114
$72.5K 0.08%
1,000
115
$70.6K 0.08%
430
+35
116
$69.5K 0.08%
+2,400
117
$68.5K 0.08%
896
+115
118
$67.1K 0.08%
+2,125
119
$64.2K 0.07%
600
120
$63K 0.07%
720
121
$59.3K 0.07%
2,000
+1,000
122
$53.7K 0.06%
1,032
123
$53K 0.06%
450
+50
124
$52.6K 0.06%
1,000
125
$52.4K 0.06%
+1,145