CCMW

Cypress Capital Management (Wyoming) Portfolio holdings

AUM $92.1M
1-Year Est. Return 19.24%
This Quarter Est. Return
1 Year Est. Return
+19.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.1M
AUM Growth
-$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$440K
3
+$365K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$299K
5
TGT icon
Target
TGT
+$255K

Top Sells

1
+$1.94M
2
+$831K
3
+$421K
4
KMI icon
Kinder Morgan
KMI
+$414K
5
AXON icon
Axon Enterprise
AXON
+$384K

Sector Composition

1 Consumer Staples 27.75%
2 Healthcare 17.22%
3 Technology 8.4%
4 Consumer Discretionary 8.39%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15.7K 0.02%
67
152
$14.9K 0.02%
200
153
$14.9K 0.02%
400
154
$14.6K 0.02%
378
155
$13.9K 0.02%
215
-75
156
$13.8K 0.02%
249
-216
157
$13.4K 0.02%
300
158
$12.4K 0.02%
295
159
$11.5K 0.02%
280
160
$11.4K 0.02%
120
161
$11.3K 0.02%
280
162
$11.3K 0.02%
225
163
$10.6K 0.01%
450
164
$10.3K 0.01%
+75
165
$9.98K 0.01%
300
166
– –
0
167
$9.49K 0.01%
149
168
$8.96K 0.01%
351
169
$8.92K 0.01%
257
170
$8.72K 0.01%
180
171
$8.25K 0.01%
55
172
$8.09K 0.01%
56
173
$7.97K 0.01%
140
174
$7.79K 0.01%
+150
175
$7.54K 0.01%
297
5 6
7
8 9