CCMW

Cypress Capital Management (Wyoming) Portfolio holdings

AUM $92.1M
1-Year Est. Return 19.24%
This Quarter Est. Return
1 Year Est. Return
+19.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.1M
AUM Growth
-$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$440K
3 +$365K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$299K
5
TGT icon
Target
TGT
+$255K

Top Sells

1 +$1.94M
2 +$831K
3 +$421K
4
KMI icon
Kinder Morgan
KMI
+$414K
5
AXON icon
Axon Enterprise
AXON
+$384K

Sector Composition

1 Consumer Staples 27.75%
2 Healthcare 17.22%
3 Technology 8.4%
4 Consumer Discretionary 8.39%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$7.29K 0.01%
+75
177
$7.14K 0.01%
+398
178
$6.66K 0.01%
124
179
$6.65K 0.01%
200
180
$5.89K 0.01%
205
181
$5.84K 0.01%
50
182
$5.15K 0.01%
97
183
$5.14K 0.01%
65
184
$4.32K 0.01%
21
185
$3.65K ﹤0.01%
55
186
$3.16K ﹤0.01%
68
187
$3.1K ﹤0.01%
53
188
$2.57K ﹤0.01%
34
189
$2.36K ﹤0.01%
337
190
$2.17K ﹤0.01%
4
191
$1.6K ﹤0.01%
78
192
$419 ﹤0.01%
35
193
$334 ﹤0.01%
9,280
194
$132 ﹤0.01%
9
195
$101 ﹤0.01%
1
196
0
197
$46 ﹤0.01%
5
198
$31 ﹤0.01%
1
199
$16 ﹤0.01%
1
200
$0 ﹤0.01%
9,943
-8,820