CCMW
Cypress Capital Management (Wyoming) Portfolio holdings
AUM
$92.1M
1-Year Return
19.24%
This Quarter Return
-0.13%
1 Year Return
+19.24%
3 Year Return
+74.82%
5 Year Return
+195.58%
10 Year Return
+425.55%
AUM
$87.4M
AUM Growth
-$5.11M
(-5.5%)
Cap. Flow
-$3.19M
Cap. Flow
% of AUM
-3.65%
Top 10 Holdings %
Top 10 Hldgs %
52.03%
Holding
168
New
6
Increased
6
Reduced
56
Closed
18
Top Buys
| 1 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$2.89M |
| 2 |
SPDR S&P Regional Banking ETF
KRE
|
$1.79M |
| 3 |
NVIDIA
NVDA
|
$1.36M |
| 4 |
Microsoft
MSFT
|
$1.07M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$997K |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$4.34M |
| 2 |
Amgen
AMGN
|
$1.36M |
| 3 |
VanEck Gold Miners ETF
GDX
|
$996K |
| 4 |
Molson Coors Class B
TAP
|
$557K |
| 5 |
Archer Daniels Midland
ADM
|
$538K |
Sector Composition
| 1 | Technology | 28.77% |
| 2 | Financials | 9.82% |
| 3 | Consumer Staples | 9.6% |
| 4 | Energy | 9.35% |
| 5 | Materials | 6.23% |
