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
$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
State Street Financial Select Sector SPDR ETF
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%
100
202
$0 ﹤0.01%
2,425
203
– –
-280
204
$0 ﹤0.01%
1,900
+310
205
– –
-22,237
206
$0 ﹤0.01%
150
+15
207
– –
-1,115
208
$0 ﹤0.01%
75
209
$0 ﹤0.01%
600
-270
210
$0 ﹤0.01%
275
211
$0 ﹤0.01%
133
212
$0 ﹤0.01%
28
213
$0 ﹤0.01%
8,865
-1,300
214
– –
-520
215
$0 ﹤0.01%
3,995
-375
216
– –
-150
217
$0 ﹤0.01%
+650
218
$0 ﹤0.01%
+400
219
$0 ﹤0.01%
+835
220
$0 ﹤0.01%
1,000
221
$0 ﹤0.01%
395
222
$0 ﹤0.01%
200
-7,740
223
$0 ﹤0.01%
700
-85
224
$0 ﹤0.01%
710
+525
225
$0 ﹤0.01%
31,500
+24,100
6 7 8
9
10