CCMW

Cypress Capital Management (Wyoming) Portfolio holdings

AUM $92.1M
1-Year Return 19.24%
This Quarter Return
+14.46%
1 Year Return
+19.24%
3 Year Return
+74.82%
5 Year Return
+195.58%
10 Year Return
+425.55%
AUM
$111M
AUM Growth
+$11.2M
Cap. Flow
-$3.07M
Cap. Flow %
-2.78%
Top 10 Hldgs %
42.86%
Holding
212
New
19
Increased
13
Reduced
49
Closed
9

Sector Composition

1 Technology 20.43%
2 Healthcare 13.36%
3 Financials 10.18%
4 Consumer Discretionary 9.4%
5 Materials 7.59%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
NWN icon
101
Northwest Natural Holdings
NWN
$1.7B
$61K 0.05%
1,300
T icon
102
AT&T
T
$212B
$60K 0.05%
2,816
-26,867
-91% -$572K
ETY icon
103
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.52B
$59K 0.05%
5,300
EMR icon
104
Emerson Electric
EMR
$74.9B
$55K 0.05%
780
BTI icon
105
British American Tobacco
BTI
$121B
$46K 0.04%
1,300
PTON icon
106
Peloton Interactive
PTON
$3.31B
$44K 0.04%
361
-89
-20% -$10.8K
TJX icon
107
TJX Companies
TJX
$157B
$43K 0.04%
746
DKNG icon
108
DraftKings
DKNG
$23.5B
$41K 0.04%
+830
New +$41K
VTV icon
109
Vanguard Value ETF
VTV
$144B
$41K 0.04%
+382
New +$41K
EXG icon
110
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.74B
$39K 0.04%
5,000
EFC
111
Ellington Financial
EFC
$1.37B
$38K 0.03%
2,950
XLF icon
112
Financial Select Sector SPDR Fund
XLF
$54.2B
$38K 0.03%
1,500
WFC icon
113
Wells Fargo
WFC
$262B
$37K 0.03%
1,474
-400
-21% -$10K
NVDA icon
114
NVIDIA
NVDA
$4.18T
$33K 0.03%
2,400
ZM icon
115
Zoom
ZM
$24.8B
$32K 0.03%
64
PFE icon
116
Pfizer
PFE
$140B
$31K 0.03%
895
BX icon
117
Blackstone
BX
$133B
$30K 0.03%
553
PGX icon
118
Invesco Preferred ETF
PGX
$3.89B
$30K 0.03%
2,000
LUMN icon
119
Lumen
LUMN
$5.1B
$28K 0.03%
2,814
PSX icon
120
Phillips 66
PSX
$53.2B
$27K 0.02%
500
-150
-23% -$8.1K
WPX
121
DELISTED
WPX Energy, Inc.
WPX
$27K 0.02%
5,280
PYPL icon
122
PayPal
PYPL
$65.4B
$26K 0.02%
130
NIO icon
123
NIO
NIO
$13.8B
$25K 0.02%
+1,145
New +$25K
OUT icon
124
Outfront Media
OUT
$3.11B
$25K 0.02%
1,674
IHF icon
125
iShares US Healthcare Providers ETF
IHF
$796M
$23K 0.02%
550