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
$74.1M
AUM Growth
-$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$440K
3
+$365K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$299K
5
TGT icon
Target
TGT
+$255K

Top Sells

1
+$1.94M
2
+$831K
3
+$421K
4
KMI icon
Kinder Morgan
KMI
+$414K
5
AXON icon
Axon Enterprise
AXON
+$384K

Sector Composition

1 Consumer Staples 27.75%
2 Healthcare 17.22%
3 Technology 8.4%
4 Consumer Discretionary 8.39%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$55K 0.07%
+2,605
102
$54.9K 0.07%
3,700
103
$52.9K 0.07%
4,795
+1,800
104
$50.7K 0.07%
590
105
$50.6K 0.07%
1,260
106
$49.9K 0.07%
1,025
107
$49.2K 0.07%
1,520
108
$48.8K 0.07%
+755
109
$47.2K 0.06%
932
110
$45.8K 0.06%
1,250
-100
111
$43.5K 0.06%
220
112
$41.2K 0.06%
+435
113
$40.1K 0.05%
+210
114
$39.2K 0.05%
1,324
115
$38.6K 0.05%
2,500
+200
116
$37.3K 0.05%
526
117
$37.3K 0.05%
685
-515
118
$37K 0.05%
350
+230
119
$36.4K 0.05%
1,450
+830
120
$33.5K 0.05%
487
121
$33.4K 0.05%
300
122
$32.9K 0.04%
419
123
$32.3K 0.04%
445
+125
124
$31.8K 0.04%
1,200
125
$31.5K 0.04%
1,725
+825
3 4
5
6 7