CCMW

Cypress Capital Management (Wyoming) Portfolio holdings

AUM $108M
1-Year Est. Return 54.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+54.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$1.37M
3
+$521K
4
RVT icon
Royce Value Trust
RVT
+$511K
5
PCT icon
PureCycle Technologies
PCT
+$178K

Top Sells

1
+$1.63M
2
+$959K
3
+$153K
4
V icon
Visa
V
+$139K
5
COST icon
Costco
COST
+$128K

Sector Composition

1 Technology 26.73%
2 Consumer Staples 9.17%
3 Financials 7.55%
4 Energy 7.55%
5 Materials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$28 ﹤0.01%
1
177
$20 ﹤0.01%
2
178
$1 ﹤0.01%
33
179
$1 ﹤0.01%
440
180
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-5,000
181
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-207
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-495
183
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184
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-4
185
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-27,404
186
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-1,812
187
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188
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-1,057
189
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190
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-100
4 5 6 7
8