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
$88.3M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1 +$675K
2 +$555K
3 +$550K
4
BCC icon
Boise Cascade
BCC
+$517K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$514K

Top Sells

1 +$2.16M
2 +$1.34M
3 +$741K
4
MO icon
Altria Group
MO
+$596K
5
CSX icon
CSX Corp
CSX
+$565K

Sector Composition

1 Consumer Staples 19.62%
2 Technology 15.09%
3 Healthcare 11.2%
4 Industrials 7.66%
5 Financials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$129K 0.15%
10,550
102
$128K 0.15%
1,630
+180
103
$127K 0.14%
1,517
-632
104
$125K 0.14%
800
105
$123K 0.14%
1,630
+50
106
$122K 0.14%
1,800
-250
107
$122K 0.14%
4,750
108
$121K 0.14%
2,036
109
$115K 0.13%
1,350
-300
110
$107K 0.12%
12,375
+8,775
111
$106K 0.12%
7,500
112
$103K 0.12%
660
+60
113
$103K 0.12%
3,720
-1,000
114
$100K 0.11%
1,485
-10
115
$99K 0.11%
3,780
+1,415
116
$98K 0.11%
1,716
-815
117
$98K 0.11%
1,000
118
$98K 0.11%
1,250
-150
119
$91K 0.1%
900
-150
120
$89K 0.1%
1,500
121
$87K 0.1%
1,650
-350
122
$86K 0.1%
1,870
+370
123
$86K 0.1%
1,600
-100
124
$85K 0.1%
+1,550
125
$83K 0.09%
1,350
-1,920