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
$74.1M
AUM Growth
-$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$440K
3
+$365K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$299K
5
TGT icon
Target
TGT
+$255K

Top Sells

1
+$1.94M
2
+$831K
3
+$421K
4
KMI icon
Kinder Morgan
KMI
+$414K
5
AXON icon
Axon Enterprise
AXON
+$384K

Sector Composition

1 Consumer Staples 27.75%
2 Healthcare 17.22%
3 Technology 8.4%
4 Consumer Discretionary 8.39%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$29.8K 0.04%
950
127
$29.8K 0.04%
300
128
$28.4K 0.04%
425
+185
129
$28.1K 0.04%
774
130
$27.3K 0.04%
853
131
$26.9K 0.04%
300
132
$25.9K 0.03%
500
133
$24.6K 0.03%
400
134
$24.2K 0.03%
1,450
135
$23.5K 0.03%
200
136
$23K 0.03%
300
137
$22.1K 0.03%
500
138
$22K 0.03%
650
+215
139
$21.6K 0.03%
750
140
$21.6K 0.03%
200
141
$21.3K 0.03%
206
142
$21K 0.03%
650
+500
143
$20.8K 0.03%
+500
144
$20.5K 0.03%
500
145
$20K 0.03%
550
146
$19.4K 0.03%
520
147
$19.2K 0.03%
1,000
-21,910
148
$18.6K 0.03%
1,000
149
$18.2K 0.02%
750
150
$17.6K 0.02%
500
4 5
6
7 8