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
$88.5M
AUM Growth
+$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1 +$3.72M
2 +$925K
3 +$844K
4
MO icon
Altria Group
MO
+$649K
5
SBUX icon
Starbucks
SBUX
+$563K

Top Sells

1 +$1.8M
2 +$1.29M
3 +$458K
4
WLL
Whiting Petroleum Corporation
WLL
+$346K
5
XOM icon
Exxon Mobil
XOM
+$230K

Sector Composition

1 Healthcare 18.46%
2 Consumer Staples 18.38%
3 Technology 12.46%
4 Energy 12.25%
5 Industrials 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$19.6K 0.02%
515
177
$19.4K 0.02%
200
178
$18.7K 0.02%
1,500
179
$18.4K 0.02%
1,000
180
$18.1K 0.02%
200
181
$17.8K 0.02%
300
182
$17.4K 0.02%
303
183
$17.4K 0.02%
300
184
$17.2K 0.02%
500
185
$17.1K 0.02%
150
186
$17K 0.02%
500
187
$16.5K 0.02%
150
188
$15.2K 0.02%
550
189
$15K 0.02%
446
-6
190
$14.5K 0.02%
56
191
$14.3K 0.02%
+225
192
$14K 0.02%
170
193
$13.6K 0.02%
322
194
$13.5K 0.02%
734
195
$13.4K 0.02%
+500
196
$12.6K 0.01%
300
197
$12.2K 0.01%
150
198
$12.1K 0.01%
378
199
$12.1K 0.01%
300
200
$11.6K 0.01%
261