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
$71M
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.34M
3
+$1.3M
4
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$750K
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$198K

Top Sells

1
+$56.5M
2
+$2.64M
3
+$2.19M
4
SO icon
Southern Company
SO
+$1.26M
5
BA icon
Boeing
BA
+$993K

Sector Composition

1 Healthcare 13.74%
2 Financials 11.96%
3 Technology 11.12%
4 Consumer Discretionary 8.05%
5 Consumer Staples 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$31K 0.04%
1,500
102
$28K 0.04%
895
-1,054
103
$27K 0.04%
2,814
-4
104
$26K 0.04%
2,000
105
$25K 0.04%
553
106
$22K 0.03%
1,674
+1,524
107
$20K 0.03%
85
108
$19K 0.03%
262
109
$19K 0.03%
96
110
$18K 0.03%
550
111
$17K 0.02%
229
112
$17K 0.02%
2,950
-48
113
$16K 0.02%
+2,400
114
$16K 0.02%
5,280
115
$15K 0.02%
200
-500
116
$15K 0.02%
+70
117
$15K 0.02%
+125
118
$14K 0.02%
254
-8
119
$14K 0.02%
100
120
$13K 0.02%
455
121
$13K 0.02%
400
122
$13K 0.02%
591
123
$13K 0.02%
2,000
124
$12K 0.02%
130
125
– –
0
3 4
5
6 7