CCMW
Cypress Capital Management (Wyoming) Portfolio holdings
AUM
$92.1M
This Quarter Return
+8.73%
1 Year Return
+19.24%
3 Year Return
+74.82%
5 Year Return
+195.58%
10 Year Return
+425.55%
AUM
$106M
AUM Growth
+$106M
(+25%)
Cap. Flow
+$15.5M
Cap. Flow
% of AUM
14.67%
Top 10 Holdings %
Top 10 Hldgs %
42.12%
Holding
220
New
27
Increased
8
Reduced
53
Closed
37
Top Buys
| 1 |
First Interstate BancSystem
FIBK
|
$9M |
| 2 |
Edwards Lifesciences
EW
|
$5.61M |
| 3 |
TVRD
Tvardi Therapeutics, Inc. Common Stock
TVRD
|
$2.97M |
| 4 |
SPDR S&P Regional Banking ETF
KRE
|
$2.93M |
| 5 |
lululemon athletica
LULU
|
$2.24M |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.1M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$2.02M |
| 3 |
ARI
Apollo Commercial Real Estate
ARI
|
$1.56M |
| 4 |
Arbor Realty Trust
ABR
|
$1.43M |
| 5 |
Alerian MLP ETF
AMLP
|
$1.29M |
Sector Composition
| 1 | Financials | 14.11% |
| 2 | Healthcare | 13.33% |
| 3 | Technology | 11.76% |
| 4 | Consumer Discretionary | 6.41% |
| 5 | Real Estate | 5.98% |
