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
$87.2M
AUM Growth
-$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$2.12M
3
+$1.97M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.12M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$857K

Top Sells

1
+$2.35M
2
+$1.71M
3
+$1.45M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.12M
5
DUG icon
ProShares UltraShort Energy
DUG
+$1.11M

Sector Composition

1 Technology 16.63%
2 Consumer Staples 13.98%
3 Industrials 8.85%
4 Financials 6.58%
5 Healthcare 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$45K 0.05%
1,500
152
$45K 0.05%
1,230
-55
153
$44K 0.05%
300
-31
154
$43K 0.05%
315
155
$40K 0.05%
+5,100
156
$39K 0.04%
1,577
+741
157
$37K 0.04%
570
158
$37K 0.04%
+350
159
$37K 0.04%
+3,600
160
$36K 0.04%
1,324
161
$35K 0.04%
300
162
$34K 0.04%
774
163
$34K 0.04%
210
164
$34K 0.04%
+591
165
$34K 0.04%
600
166
$34K 0.04%
1,500
-65
167
$33K 0.04%
1,150
168
$30K 0.03%
700
169
$30K 0.03%
1,500
170
$30K 0.03%
1,014
+894
171
$29K 0.03%
+255
172
$29K 0.03%
350
173
$28K 0.03%
600
-1,000
174
$27K 0.03%
610
-50
175
$27K 0.03%
1,500
+750
5 6
7
8 9