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
$92.5M
AUM Growth
-$1.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$2.44M
2 +$1.25M
3 +$1.18M
4
AEP icon
American Electric Power
AEP
+$1.13M
5
ADBE icon
Adobe
ADBE
+$823K

Top Sells

1 +$2.47M
2 +$2.37M
3 +$1.4M
4
MZTI
The Marzetti Company
MZTI
+$1.4M
5
AEM icon
Agnico Eagle Mines
AEM
+$1.28M

Sector Composition

1 Technology 24.33%
2 Consumer Staples 11.09%
3 Energy 8.89%
4 Financials 8.87%
5 Materials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-12,924
177
-2,138,683