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
$87.2M
AUM Growth
-$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1 +$4.01M
2 +$2.12M
3 +$1.97M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.12M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$857K

Sector Composition

1 Technology 16.63%
2 Consumer Staples 13.98%
3 Industrials 8.85%
4 Financials 6.58%
5 Healthcare 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$106K 0.12%
2,656
-1,396
102
$106K 0.12%
2,017
-500
103
$100K 0.11%
1,000
104
$98K 0.11%
65
+52
105
$98K 0.11%
1,485
106
$97K 0.11%
1,250
-100
107
$96K 0.11%
5,300
-17,960
108
$94K 0.11%
14,450
+13,575
109
$92K 0.11%
1,550
110
$92K 0.11%
1,520
+1,150
111
$90K 0.1%
2,000
-36
112
$86K 0.1%
1,500
113
$85K 0.1%
440
+75
114
$84K 0.1%
1,045
115
$83K 0.1%
878
+228
116
$83K 0.1%
1,050
-200
117
$82K 0.09%
7,050
-3,500
118
$82K 0.09%
1,557
+130
119
$81K 0.09%
5,500
-2,000
120
$80K 0.09%
230
121
$79K 0.09%
825
-75
122
$79K 0.09%
1,500
-300
123
$78K 0.09%
2,316
-1,603
124
$73K 0.08%
4,650
-4,500
125
$72K 0.08%
1,055