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
$114M
AUM Growth
+$3.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.38M
3
+$2.35M
4
IIPR icon
Innovative Industrial Properties
IIPR
+$2.22M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.21M

Top Sells

1
+$2.82M
2
+$2.73M
3
+$2.54M
4
MCD icon
McDonald's
MCD
+$2.16M
5
DIS icon
Walt Disney
DIS
+$1.95M

Sector Composition

1 Technology 25.86%
2 Financials 14.24%
3 Consumer Discretionary 7.83%
4 Healthcare 7.68%
5 Materials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$20K 0.02%
660
152
$20K 0.02%
215
+115
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$18K 0.02%
54
-10
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$16K 0.01%
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$15K 0.01%
+1,000
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$14K 0.01%
500
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60
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$14K 0.01%
+200
159
$13K 0.01%
150
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$13K 0.01%
225
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95
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$13K 0.01%
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$12K 0.01%
1,500
164
$12K 0.01%
235
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$11K 0.01%
+250
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$11K 0.01%
276
167
$11K 0.01%
+4
168
$11K 0.01%
50
169
$10K 0.01%
41
170
$10K 0.01%
178
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$10K 0.01%
150
172
$10K 0.01%
500
173
$10K 0.01%
25
174
$10K 0.01%
2,000
175
$9K 0.01%
485
5 6
7
8 9