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
$91.3M
AUM Growth
+$6.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1 +$1.24M
2 +$1.13M
3 +$1M
4
PLTR icon
Palantir
PLTR
+$953K
5
LMND icon
Lemonade
LMND
+$946K

Top Sells

1 +$2.69M
2 +$310K
3 +$252K
4
AMLP icon
Alerian MLP ETF
AMLP
+$244K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$231K

Sector Composition

1 Technology 22.09%
2 Consumer Staples 12.97%
3 Financials 9.39%
4 Energy 5.99%
5 Materials 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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-13,206