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
$99.5M
AUM Growth
+$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1 +$846K
2 +$754K
3 +$494K
4
PGTI
PGT, Inc.
PGTI
+$491K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$443K

Top Sells

1 +$1.74M
2 +$1.43M
3 +$1.19M
4
SM icon
SM Energy
SM
+$1.11M
5
MU icon
Micron Technology
MU
+$990K

Sector Composition

1 Technology 18.15%
2 Consumer Staples 8.4%
3 Industrials 8.13%
4 Financials 6.43%
5 Healthcare 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$137K 0.14%
5,740
+1,200
102
$136K 0.14%
6,855
103
$136K 0.14%
4,495
-825
104
$132K 0.13%
1,587
105
$129K 0.13%
4,370
106
$128K 0.13%
1,115
107
$124K 0.12%
1,085
+445
108
$122K 0.12%
+7,000
109
$121K 0.12%
1,278
+400
110
$121K 0.12%
988
+150
111
$120K 0.12%
1,550
112
$120K 0.12%
4,525
-240
113
$119K 0.12%
1,910
+1,160
114
$111K 0.11%
5,500
115
$108K 0.11%
1,000
116
$108K 0.11%
1,485
-113
117
$103K 0.1%
750
+200
118
$103K 0.1%
1,968
119
$101K 0.1%
2,200
120
$100K 0.1%
1,500
121
$99K 0.1%
8,600
+1,225
122
$99K 0.1%
220
123
$99K 0.1%
645
124
$97K 0.1%
2,316
125
$95K 0.1%
295
-35