CCMW
Cypress Capital Management (Wyoming) Portfolio holdings
AUM
$92.1M
1-Year Return
19.24%
This Quarter Return
+2.98%
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
-$3.67M
(-4.2%)
Cap. Flow
-$4.31M
Cap. Flow
% of AUM
-5.15%
Top 10 Holdings %
Top 10 Hldgs %
52.9%
Holding
173
New
23
Increased
11
Reduced
46
Closed
10
Top Buys
| 1 |
BlackRock Energy and Resources Trust
BGR
|
+$1.65M |
| 2 |
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
|
+$1.6M |
| 3 |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
|
+$1.56M |
| 4 |
Celestica
CLS
|
+$788K |
| 5 |
McDonald's
MCD
|
+$156K |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$2.25M |
| 2 |
VanEck Gold Miners ETF
GDX
|
+$1.67M |
| 3 |
Lockheed Martin
LMT
|
+$1.62M |
| 4 |
Canadian Pacific Kansas City
CP
|
+$956K |
| 5 |
DraftKings
DKNG
|
+$849K |
Sector Composition
| 1 | Technology | 26.34% |
| 2 | Consumer Staples | 11.49% |
| 3 | Financials | 10.18% |
| 4 | Energy | 9.41% |
| 5 | Materials | 8.17% |
