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
$88.3M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1 +$675K
2 +$555K
3 +$550K
4
BCC icon
Boise Cascade
BCC
+$517K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$514K

Top Sells

1 +$2.16M
2 +$1.34M
3 +$741K
4
MO icon
Altria Group
MO
+$596K
5
CSX icon
CSX Corp
CSX
+$565K

Sector Composition

1 Consumer Staples 19.62%
2 Technology 15.09%
3 Healthcare 11.2%
4 Industrials 7.66%
5 Financials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$28K 0.03%
1,500
+1,000
177
$28K 0.03%
300
-50
178
$28K 0.03%
850
-225
179
$27K 0.03%
700
+520
180
$27K 0.03%
2,000
181
$27K 0.03%
+1,390
182
$27K 0.03%
+1,500
183
$27K 0.03%
502
-400
184
$26K 0.03%
+200
185
$25K 0.03%
100
-245
186
$25K 0.03%
+480
187
$25K 0.03%
+1,450
188
$25K 0.03%
500
-1,000
189
$24K 0.03%
500
190
$24K 0.03%
+583
191
$23K 0.03%
135
+80
192
$23K 0.03%
+170
193
$23K 0.03%
+1,375
194
$22K 0.02%
+370
195
$22K 0.02%
400
196
$22K 0.02%
+625
197
$21K 0.02%
400
198
$21K 0.02%
900
-250
199
$21K 0.02%
650
200
$20K 0.02%
1,000