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
$88.5M
AUM Growth
+$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1 +$3.72M
2 +$925K
3 +$844K
4
MO icon
Altria Group
MO
+$649K
5
SBUX icon
Starbucks
SBUX
+$563K

Top Sells

1 +$1.8M
2 +$1.29M
3 +$458K
4
WLL
Whiting Petroleum Corporation
WLL
+$346K
5
XOM icon
Exxon Mobil
XOM
+$230K

Sector Composition

1 Healthcare 18.46%
2 Consumer Staples 18.38%
3 Technology 12.46%
4 Energy 12.25%
5 Industrials 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$11.5K 0.01%
400
202
$11.2K 0.01%
200
203
$10.7K 0.01%
450
204
$10.6K 0.01%
178
205
$10.1K 0.01%
+450
206
$9.64K 0.01%
+400
207
$9.37K 0.01%
200
208
$8.74K 0.01%
257
209
$8.61K 0.01%
+200
210
$8.56K 0.01%
149
211
$8.48K 0.01%
225
212
$8.44K 0.01%
55
213
$8.3K 0.01%
205
214
$7.86K 0.01%
351
215
$7.43K 0.01%
650
+100
216
$7.24K 0.01%
200
217
$6.81K 0.01%
+50
218
$6.46K 0.01%
124
219
$6.38K 0.01%
200
-180
220
$6.05K 0.01%
+150
221
$6.05K 0.01%
14,410
+6,975
222
$5.98K 0.01%
+450
223
$5.83K 0.01%
137
224
$5.5K 0.01%
200
225
$4.83K 0.01%
+50