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CCMW
Cypress Capital Management (Wyoming) Portfolio holdings
AUM
$120M
1-Year Est. Return
63.01%
This Fund
S&P 500
This Quarter
Est. Return
+1.3%
1 Year Est. Return
+63.01%
3 Year Est. Return
+160.62%
5 Year Est. Return
+189.15%
10 Year Est. Return
+724.31%
AUM
$77M
AUM Growth
–
Cap. Flow
+$78M
Cap. Flow
% of AUM
101.31%
Top 10 Holdings %
Top 10 Hldgs %
43.28%
Holding
248
New
246
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Altria Group
MO
|
+$5.79M |
| 2 |
CELG
Celgene Corp
CELG
|
+$5.47M |
| 3 |
Philip Morris
PM
|
+$3.79M |
| 4 |
Apple
AAPL
|
+$3.67M |
| 5 |
RAI
Reynolds American Inc
RAI
|
+$3.35M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 22.21% |
| 2 | Energy | 16.81% |
| 3 | Healthcare | 15.34% |
| 4 | Industrials | 10.21% |
| 5 | Technology | 9.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
iShares Silver Trust
SLV
$31.5B
| $11.8K | 0.02% |
+784
| New | +$12.4K |
|
|
UN
177
DELISTED
Unilever NV New York Registry Shares
UN
| $11.7K | 0.02% |
+300
| New | +$11.7K |
|
178
Truist Financial
TFC
$63.9B
| $11.7K | 0.02% |
+300
| New | +$11.3K |
|
179
UDR
UDR
$12B
| $11.7K | 0.02% |
+378
| New | +$11.3K |
|
180
Target
TGT
$69.2B
| $11.4K | 0.01% |
+150
| New | +$10.1K |
|
181
Ubiquiti
UI
$34.7B
| $11.3K | 0.01% |
+380
| New | +$12.1K |
|
182
Delta Air Lines
DAL
$59.5B
| $11.1K | 0.01% |
+225
| New | +$9.47K |
|
183
Textron
TXT
$15.2B
| $11K | 0.01% |
+261
| New | +$10.5K |
|
184
Devon Energy
DVN
$49.9B
| $10.9K | 0.01% |
+178
| New | +$10.8K |
|
|
AXDX
185
DELISTED
Accelerate Diagnostics
AXDX
| $10.8K | 0.01% |
+56
| New | +$12K |
|
186
The Mosaic Company
MOS
$7.34B
| $10.7K | 0.01% |
+10,000
| New | +$443K |
|
187
Ameren
AEE
$29.8B
| $10.4K | 0.01% |
+225
| New | +$9.56K |
|
188
iShares Morningstar Growth ETF
ILCG
$3.25B
| $10.2K | 0.01% |
+450
| New | +$9.97K |
|
|
VIVS
189
VivoSim Labs
VIVS
$1.23M
| $9.97K | 0.01% |
+6
| New | +$9.22K |
|
|
AVNS
190
DELISTED
Avanos Medical
AVNS
| $9.32K | 0.01% |
+205
| New | +$8.05K |
|
191
Exelon
EXC
$46.2B
| $9.27K | 0.01% |
+351
| New | +$9.01K |
|
|
VNR
192
DELISTED
Vanguard Natural Resources, LLC
VNR
| $9.04K | 0.01% |
+600
| New | +$13.4K |
|
193
Metallus
MTUS
$900M
| $8.78K | 0.01% |
+237
| New | +$8.76K |
|
194
Amgen
AMGN
$224B
| $8.76K | 0.01% |
+55
| New | +$8.57K |
|
195
Stratasys
SSYS
$782M
| $8.73K | 0.01% |
+105
| New | +$10.7K |
|
196
Danaher
DHR
$146B
| $8.57K | 0.01% |
+149
| New | +$8.08K |
|
197
Berkshire Hathaway Class B
BRK.B
$1.11T
| $7.51K | 0.01% |
+50
| New | +$7.22K |
|
|
ANDV
198
DELISTED
Andeavor
ANDV
| $7.43K | 0.01% |
+100
| New | +$7.05K |
|
199
Conagra Brands
CAG
$7.14B
| $7.26K | 0.01% |
+257
| New | +$7.03K |
|
|
TWTR
200
DELISTED
Twitter, Inc.
TWTR
| $7.17K | 0.01% |
+200
| New | +$8.51K |
|
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Cypress Capital Management (Wyoming)'s Q4 2014 Portfolio in Review
Q4 2014 is the first quarter with a 13F filing on record for Cypress Capital Management (Wyoming), which disclosed 248 positions worth $77M. Its ten largest holdings account for 43% of the portfolio.
Its largest position is Altria Group: 118,804 shares worth $5.85M.
By sector, the portfolio is most concentrated in Consumer Staples at 22% of assets, followed by Energy and Healthcare.
- Cypress Capital Management (Wyoming)'s largest Q4 2014 buy was Altria Group: 118,804 shares worth $5.85M.
- Cypress Capital Management (Wyoming)'s ten largest holdings make up 43% of its $77M portfolio in Q4 2014.
- Cypress Capital Management (Wyoming) disclosed 248 positions in Q4 2014, its first 13F filing on record.
Based on Cypress Capital Management (Wyoming)'s 13F filing for Q4 2014, filed 17 Feb 2015.