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
$94.9M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.31M
3
+$797K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$771K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$666K

Top Sells

1
+$4M
2
+$3.62M
3
+$1.95M
4
CALM icon
Cal-Maine
CALM
+$1.27M
5
RAI
Reynolds American Inc
RAI
+$742K

Sector Composition

1 Consumer Staples 26.04%
2 Consumer Discretionary 16.24%
3 Healthcare 13.66%
4 Technology 8.66%
5 Financials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$31.1K 0.03%
300
152
$31K 0.03%
300
153
$31K 0.03%
365
-3,312
154
$30.3K 0.03%
400
155
$29.9K 0.03%
+350
156
$29.5K 0.03%
500
157
$28.8K 0.03%
300
158
$28.7K 0.03%
301
+300
159
$28.4K 0.03%
526
160
$27.5K 0.03%
700
-6,000
161
$27.2K 0.03%
1,000
-250
162
$26.4K 0.03%
290
163
$26.4K 0.03%
230
+130
164
$26.4K 0.03%
600
165
$25.6K 0.03%
7
-111
166
$25.5K 0.03%
570
+290
167
$25.4K 0.03%
2,000
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168
$24.6K 0.03%
500
169
$22K 0.02%
1,500
170
$21.9K 0.02%
300
171
$21.7K 0.02%
+525
172
$21.6K 0.02%
395
-215
173
$21K 0.02%
530
-151
174
$20.7K 0.02%
800
-1,500
175
$20.7K 0.02%
206
5 6
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8 9