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
$114M
AUM Growth
+$3.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.38M
3
+$2.35M
4
IIPR icon
Innovative Industrial Properties
IIPR
+$2.22M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.21M

Top Sells

1
+$2.82M
2
+$2.73M
3
+$2.54M
4
MCD icon
McDonald's
MCD
+$2.16M
5
DIS icon
Walt Disney
DIS
+$1.95M

Sector Composition

1 Technology 25.86%
2 Financials 14.24%
3 Consumer Discretionary 7.83%
4 Healthcare 7.68%
5 Materials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$35K 0.03%
500
127
$33K 0.03%
419
+157
128
$32K 0.03%
135
+120
129
$32K 0.03%
+2,160
130
$32K 0.03%
+150
131
$32K 0.03%
1,674
132
$31K 0.03%
849
-46
133
$31K 0.03%
2,000
134
$29K 0.03%
267
+50
135
$29K 0.03%
974
-500
136
$28K 0.02%
+100
137
$28K 0.02%
100
138
$27K 0.02%
2,814
139
$26K 0.02%
500
140
$26K 0.02%
550
141
$24K 0.02%
400
142
$24K 0.02%
254
143
$24K 0.02%
+478
144
$23K 0.02%
+545
145
$23K 0.02%
1,800
-600
146
$22K 0.02%
250
147
$22K 0.02%
96
148
$21K 0.02%
200
149
$21K 0.02%
455
150
$21K 0.02%
1,700
4 5
6
7 8