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
$88.3M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1 +$675K
2 +$555K
3 +$550K
4
BCC icon
Boise Cascade
BCC
+$517K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$514K

Top Sells

1 +$2.16M
2 +$1.34M
3 +$741K
4
MO icon
Altria Group
MO
+$596K
5
CSX icon
CSX Corp
CSX
+$565K

Sector Composition

1 Consumer Staples 19.62%
2 Technology 15.09%
3 Healthcare 11.2%
4 Industrials 7.66%
5 Financials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$47K 0.05%
510
+310
152
$46K 0.05%
+315
153
$46K 0.05%
220
154
$46K 0.05%
2,859
-750
155
$46K 0.05%
275
+175
156
$43K 0.05%
+1,285
157
$39K 0.04%
1,324
158
$38K 0.04%
600
+200
159
$37K 0.04%
570
160
$37K 0.04%
1,200
161
$36K 0.04%
660
-50
162
$36K 0.04%
1,500
163
$35K 0.04%
+320
164
$33K 0.04%
419
165
$33K 0.04%
2,175
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166
$32K 0.04%
1,793
-300
167
$32K 0.04%
+1,565
168
$32K 0.04%
+350
169
$32K 0.04%
591
170
$31K 0.04%
774
171
$31K 0.04%
210
172
$29K 0.03%
990
173
$29K 0.03%
1,150
-380
174
$28K 0.03%
+630
175
$28K 0.03%
+2