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
$88.3M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1 +$675K
2 +$555K
3 +$550K
4
BCC icon
Boise Cascade
BCC
+$517K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$514K

Top Sells

1 +$2.16M
2 +$1.34M
3 +$741K
4
MO icon
Altria Group
MO
+$596K
5
CSX icon
CSX Corp
CSX
+$565K

Sector Composition

1 Consumer Staples 19.62%
2 Technology 15.09%
3 Healthcare 11.2%
4 Industrials 7.66%
5 Financials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$83K 0.09%
1,045
127
$83K 0.09%
+7,770
128
$81K 0.09%
1,427
-20
129
$79K 0.09%
628
+170
130
$78K 0.09%
1,055
+220
131
$74K 0.08%
645
+270
132
$73K 0.08%
+365
133
$72K 0.08%
1,375
+75
134
$71K 0.08%
230
+70
135
$70K 0.08%
+3,385
136
$64K 0.07%
+3,818
137
$63K 0.07%
650
-650
138
$56K 0.06%
+3,250
139
$56K 0.06%
468
-750
140
$55K 0.06%
911
-2,586
141
$55K 0.06%
640
+315
142
$54K 0.06%
368
-368
143
$54K 0.06%
+6,380
144
$54K 0.06%
1,260
145
$52K 0.06%
331
146
$49K 0.06%
+1,865
147
$48K 0.05%
685
148
$47K 0.05%
5,000
149
$47K 0.05%
+1,515
150
$47K 0.05%
450