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
$74.1M
AUM Growth
-$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$440K
3
+$365K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$299K
5
TGT icon
Target
TGT
+$255K

Top Sells

1
+$1.94M
2
+$831K
3
+$421K
4
KMI icon
Kinder Morgan
KMI
+$414K
5
AXON icon
Axon Enterprise
AXON
+$384K

Sector Composition

1 Consumer Staples 27.75%
2 Healthcare 17.22%
3 Technology 8.4%
4 Consumer Discretionary 8.39%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$0 ﹤0.01%
2,425
202
– –
-280
203
$0 ﹤0.01%
1,900
+310
204
– –
-22,237
205
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150
+15
206
– –
-1,115
207
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75
208
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600
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275
210
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56
211
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28
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8,865
-1,300
213
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214
$0 ﹤0.01%
3,995
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215
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-150
216
$0 ﹤0.01%
+650
217
$0 ﹤0.01%
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218
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219
$0 ﹤0.01%
1,000
220
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395
221
$0 ﹤0.01%
200
-7,740
222
$0 ﹤0.01%
700
-85
223
$0 ﹤0.01%
710
+525
224
$0 ﹤0.01%
3,150
+2,410
225
– –
-300
6 7 8
9
10