CCMW
Cypress Capital Management (Wyoming) Portfolio holdings
AUM
$92.1M
1-Year Return
19.24%
This Quarter Return
+3.3%
1 Year Return
+19.24%
3 Year Return
+74.82%
5 Year Return
+195.58%
10 Year Return
+425.55%
AUM
$83.7M
AUM Growth
+$8.93M
(+12%)
Cap. Flow
+$7.68M
Cap. Flow
% of AUM
9.17%
Top 10 Holdings %
Top 10 Hldgs %
38.84%
Holding
307
New
31
Increased
41
Reduced
56
Closed
46
Top Buys
| 1 |
Paylocity
PCTY
|
$2.14M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.92M |
| 3 |
SPDR S&P Semiconductor ETF
XSD
|
$1.9M |
| 4 |
ARI
Apollo Commercial Real Estate
ARI
|
$1.89M |
| 5 |
Coterra Energy
CTRA
|
$1.7M |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$3.05M |
| 2 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
$1.96M |
| 3 |
Deere & Co
DE
|
$1.7M |
| 4 |
Merck
MRK
|
$1.51M |
| 5 |
Nike
NKE
|
$1.38M |
Sector Composition
| 1 | Technology | 12.34% |
| 2 | Financials | 9.23% |
| 3 | Consumer Staples | 8.42% |
| 4 | Real Estate | 6.55% |
| 5 | Industrials | 6.05% |
