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
$77.9M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$681K
3
+$259K
4
VLO icon
Valero Energy
VLO
+$209K
5
TGT icon
Target
TGT
+$198K

Top Sells

1
+$1.17M
2
+$775K
3
+$584K
4
COP icon
ConocoPhillips
COP
+$574K
5
EPD icon
Enterprise Products Partners
EPD
+$495K

Sector Composition

1 Consumer Staples 22.58%
2 Healthcare 18.97%
3 Technology 11.66%
4 Energy 8.01%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$61.8K 0.08%
605
+455
102
$61.5K 0.08%
1,000
103
$61.1K 0.08%
600
104
$60.3K 0.08%
1,250
-946
105
$59.9K 0.08%
1,525
-325
106
$59.3K 0.08%
1,000
107
$59.1K 0.08%
796
-100
108
$57.4K 0.07%
590
+90
109
$53.6K 0.07%
3,700
-4,550
110
$53.5K 0.07%
785
-995
111
$53K 0.07%
1,200
-200
112
$52.8K 0.07%
1,260
113
$51K 0.07%
240
+145
114
$47.7K 0.06%
1,590
-535
115
$46K 0.06%
1,025
116
$45.8K 0.06%
1,520
-5,095
117
$44.8K 0.06%
932
-100
118
$41K 0.05%
2,475
-300
119
$39.4K 0.05%
487
120
$39K 0.05%
2,995
-55
121
$38.3K 0.05%
526
-93
122
$38K 0.05%
1,000
123
$36.7K 0.05%
1,350
-1,675
124
$36.5K 0.05%
+220
125
$32.9K 0.04%
395
-980
3 4
5
6 7