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
$77.9M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$681K
3
+$259K
4
VLO icon
Valero Energy
VLO
+$209K
5
TGT icon
Target
TGT
+$198K

Top Sells

1
+$1.17M
2
+$775K
3
+$584K
4
COP icon
ConocoPhillips
COP
+$574K
5
EPD icon
Enterprise Products Partners
EPD
+$495K

Sector Composition

1 Consumer Staples 22.58%
2 Healthcare 18.97%
3 Technology 11.66%
4 Energy 8.01%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$32.6K 0.04%
1,324
127
$32.4K 0.04%
1,040
128
$32.1K 0.04%
774
129
$31.9K 0.04%
1,200
130
$29.7K 0.04%
400
131
$29.6K 0.04%
+419
132
$28.8K 0.04%
2,300
+1,850
133
$27.8K 0.04%
950
+100
134
$27.4K 0.04%
1,450
-250
135
$27.1K 0.03%
853
-72
136
$26.3K 0.03%
300
137
$26.1K 0.03%
275
+75
138
$25.8K 0.03%
+95
139
$24.9K 0.03%
300
140
$24.1K 0.03%
300
141
$23.7K 0.03%
+135
142
$23.6K 0.03%
870
-430
143
$23.3K 0.03%
320
-400
144
$22.4K 0.03%
+620
145
$22.4K 0.03%
500
146
$21.6K 0.03%
200
147
$21.4K 0.03%
200
148
$21.2K 0.03%
424
-41
149
$21K 0.03%
435
-315
150
$20.5K 0.03%
645
-300
4 5
6
7 8