CCMW

Cypress Capital Management (Wyoming) Portfolio holdings

AUM $108M
1-Year Est. Return 54.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+54.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1 +$7.4M
2 +$1.37M
3 +$521K
4
RVT icon
Royce Value Trust
RVT
+$511K
5
PCT icon
PureCycle Technologies
PCT
+$178K

Top Sells

1 +$1.63M
2 +$959K
3 +$153K
4
V icon
Visa
V
+$139K
5
COST icon
Costco
COST
+$128K

Sector Composition

1 Technology 26.73%
2 Consumer Staples 9.17%
3 Financials 7.55%
4 Energy 7.55%
5 Materials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$11.1K 0.01%
150
-100
127
$10.1K 0.01%
120
128
$9.83K 0.01%
300
129
$9.24K 0.01%
150
130
$8.69K 0.01%
200
131
$7.88K 0.01%
600
132
$7.33K 0.01%
84
133
$6.02K 0.01%
22
134
$5.9K 0.01%
2,145
135
$5.33K ﹤0.01%
1,000
136
$5K ﹤0.01%
28
137
$4.96K ﹤0.01%
23
138
$4.96K ﹤0.01%
250
139
$4.83K ﹤0.01%
209
140
$4.49K ﹤0.01%
64
141
$4.44K ﹤0.01%
50
142
$4.18K ﹤0.01%
141
143
$4.09K ﹤0.01%
150
144
$3.23K ﹤0.01%
49
145
$2.79K ﹤0.01%
+190
146
$2.67K ﹤0.01%
146
147
$2.63K ﹤0.01%
+12
148
$2.58K ﹤0.01%
+50
149
$2.12K ﹤0.01%
50
150
$1.82K ﹤0.01%
25