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
$76.5M
AUM Growth
+$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1 +$1.7M
2 +$1.6M
3 +$918K
4
STZ icon
Constellation Brands
STZ
+$793K
5
SBUX icon
Starbucks
SBUX
+$718K

Top Sells

1 +$2.1M
2 +$1.25M
3 +$1.24M
4
SWKS icon
Skyworks Solutions
SWKS
+$963K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$508K

Sector Composition

1 Consumer Staples 35.85%
2 Healthcare 16.25%
3 Consumer Discretionary 8.13%
4 Financials 7.1%
5 Technology 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$53.7K 0.07%
5,500
-2,000
102
$53.4K 0.07%
2,300
-2,600
103
$53.4K 0.07%
509
-942
104
$51.4K 0.07%
1,250
105
$51.1K 0.07%
230
+10
106
$49.9K 0.07%
1,520
107
$47.6K 0.06%
+2,200
108
$45.2K 0.06%
886
-24,493
109
$40.9K 0.05%
730
+481
110
$37.3K 0.05%
1,025
111
$37.1K 0.05%
+725
112
$37.1K 0.05%
419
113
$37K 0.05%
3,000
-7,300
114
$35.7K 0.05%
685
115
$35.5K 0.05%
2,500
-1,200
116
$34.1K 0.04%
1,200
117
$33.9K 0.04%
300
+100
118
$33.2K 0.04%
774
119
$32.3K 0.04%
635
-3,276
120
$31.2K 0.04%
300
121
$30.4K 0.04%
300
122
$30.2K 0.04%
432
-5,345
123
$28.5K 0.04%
526
124
$28K 0.04%
2,530
-2,265
125
$27.6K 0.04%
300