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
$77.9M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1 +$3.2M
2 +$681K
3 +$259K
4
VLO icon
Valero Energy
VLO
+$209K
5
TGT icon
Target
TGT
+$198K

Top Sells

1 +$1.17M
2 +$775K
3 +$584K
4
COP icon
ConocoPhillips
COP
+$574K
5
EPD icon
Enterprise Products Partners
EPD
+$495K

Sector Composition

1 Consumer Staples 22.58%
2 Healthcare 18.97%
3 Technology 11.66%
4 Energy 8.01%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$20.1K 0.03%
300
152
$20K 0.03%
290
-185
153
$19.9K 0.03%
500
154
$19.7K 0.03%
200
155
$19.6K 0.03%
750
+250
156
$18.8K 0.02%
206
-206
157
$18.7K 0.02%
1,000
158
$18.3K 0.02%
+750
159
$18.2K 0.02%
+1,205
160
$18.1K 0.02%
500
161
$17.6K 0.02%
500
162
$16.5K 0.02%
550
163
$15.3K 0.02%
1,500
164
$15K 0.02%
+900
165
$15K 0.02%
+67
166
$13.4K 0.02%
300
167
$13K 0.02%
378
168
$12.9K 0.02%
200
169
$12.9K 0.02%
295
-850
170
$12.8K 0.02%
+240
171
$12.1K 0.02%
300
172
$11.7K 0.02%
400
173
$11.6K 0.01%
150
-50
174
$10.7K 0.01%
+120
175
$10.7K 0.01%
300