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CCMW
Cypress Capital Management (Wyoming) Portfolio holdings
AUM
$120M
1-Year Est. Return
63.01%
This Fund
S&P 500
This Quarter
Est. Return
+1.3%
1 Year Est. Return
+63.01%
3 Year Est. Return
+160.62%
5 Year Est. Return
+189.15%
10 Year Est. Return
+724.31%
AUM
$77M
AUM Growth
–
Cap. Flow
+$78M
Cap. Flow
% of AUM
101.31%
Top 10 Holdings %
Top 10 Hldgs %
43.28%
Holding
248
New
246
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Altria Group
MO
|
+$5.79M |
| 2 |
CELG
Celgene Corp
CELG
|
+$5.47M |
| 3 |
Philip Morris
PM
|
+$3.79M |
| 4 |
Apple
AAPL
|
+$3.67M |
| 5 |
RAI
Reynolds American Inc
RAI
|
+$3.35M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 22.21% |
| 2 | Energy | 16.81% |
| 3 | Healthcare | 15.34% |
| 4 | Industrials | 10.21% |
| 5 | Technology | 9.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Timken Company
TKR
$8.91B
| $20.3K | 0.03% |
+475
| New | +$20K |
|
152
iShares MSCI EAFE ETF
EFA
$79.9B
| $20.2K | 0.03% |
+332
| New | +$20.7K |
|
153
Consolidated Edison
ED
$39.8B
| $19.8K | 0.03% |
+300
| New | +$18.8K |
|
154
Omega Healthcare
OHI
$13.8B
| $19.5K | 0.03% |
+500
| New | +$18.9K |
|
|
JGV
155
DELISTED
NUVEEN GLOBAL EQUITY INCOME FUND
JGV
| $19.5K | 0.03% |
+1,500
| New | +$19.3K |
|
156
Newell Brands
NWL
$2.62B
| $19K | 0.02% |
+500
| New | +$17.6K |
|
|
PAY
157
DELISTED
Verifone Systems Inc
PAY
| $18.6K | 0.02% |
+500
| New | +$17.6K |
|
158
Wynn Resorts
WYNN
$10.8B
| $18.6K | 0.02% |
+125
| New | +$21.5K |
|
159
Fluor
FLR
$7.08B
| $18.2K | 0.02% |
+300
| New | +$19K |
|
160
Alcoa
AA
$14.3B
| $18.1K | 0.02% |
+477
| New | +$18.5K |
|
161
Alibaba
BABA
$306B
| $17.7K | 0.02% |
+170
| New | +$17.4K |
|
|
NS
162
DELISTED
NuStar Energy L.P.
NS
| $17.3K | 0.02% |
+300
| New | +$17.8K |
|
163
Microsoft
MSFT
$3.74T
| $17.2K | 0.02% |
+370
| New | +$17.4K |
|
164
New Jersey Resources
NJR
$5.55B
| $16.8K | 0.02% |
+550
| New | +$15.6K |
|
|
MRO
165
DELISTED
Marathon Oil Corporation
MRO
| $16.4K | 0.02% |
+580
| New | +$18.4K |
|
|
XEC
166
DELISTED
CIMAREX ENERGY CO
XEC
| $15.9K | 0.02% |
+150
| New | +$16.6K |
|
167
HCA Healthcare
HCA
$89.1B
| $14.7K | 0.02% |
+200
| New | +$14.1K |
|
168
BP
BP
$111B
| $14.3K | 0.02% |
+452
| New | +$15.2K |
|
169
Walt Disney
DIS
$179B
| $14.1K | 0.02% |
+150
| New | +$13.5K |
|
170
Alliant Energy
LNT
$17.8B
| $13.3K | 0.02% |
+400
| New | +$12.4K |
|
171
Idacorp
IDA
$8.11B
| $13.2K | 0.02% |
+200
| New | +$12.3K |
|
172
NCR Voyix
VYX
$1.11B
| $13.1K | 0.02% |
+734
| New | +$12.9K |
|
173
Southwest Airlines
LUV
$22.3B
| $12.7K | 0.02% |
+300
| New | +$11.2K |
|
|
EVEP
174
DELISTED
EV Energy Partners, L.P.
EVEP
| $12.5K | 0.02% |
+650
| New | +$18.6K |
|
175
Tyson Foods
TSN
$19.9B
| $12K | 0.02% |
+300
| New | +$12.2K |
|
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Cypress Capital Management (Wyoming)'s Q4 2014 Portfolio in Review
Q4 2014 is the first quarter with a 13F filing on record for Cypress Capital Management (Wyoming), which disclosed 248 positions worth $77M. Its ten largest holdings account for 43% of the portfolio.
Its largest position is Altria Group: 118,804 shares worth $5.85M.
By sector, the portfolio is most concentrated in Consumer Staples at 22% of assets, followed by Energy and Healthcare.
- Cypress Capital Management (Wyoming)'s largest Q4 2014 buy was Altria Group: 118,804 shares worth $5.85M.
- Cypress Capital Management (Wyoming)'s ten largest holdings make up 43% of its $77M portfolio in Q4 2014.
- Cypress Capital Management (Wyoming) disclosed 248 positions in Q4 2014, its first 13F filing on record.
Based on Cypress Capital Management (Wyoming)'s 13F filing for Q4 2014, filed 17 Feb 2015.