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
$52M
AUM Growth
-$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Sells

1 +$4.01M
2 +$2.36M
3 +$2.08M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.95M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.86M

Sector Composition

1 Technology 14.56%
2 Consumer Staples 10.88%
3 Healthcare 8.55%
4 Industrials 8.36%
5 Financials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$19K 0.04%
1,000
177
$19K 0.04%
550
178
$19K 0.04%
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+1,123
187
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$12K 0.02%
2,175
-3,700