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
$76.5M
AUM Growth
+$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1 +$1.7M
2 +$1.6M
3 +$918K
4
STZ icon
Constellation Brands
STZ
+$793K
5
SBUX icon
Starbucks
SBUX
+$718K

Top Sells

1 +$2.1M
2 +$1.25M
3 +$1.24M
4
SWKS icon
Skyworks Solutions
SWKS
+$963K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$508K

Sector Composition

1 Consumer Staples 35.85%
2 Healthcare 16.25%
3 Consumer Discretionary 8.13%
4 Financials 7.1%
5 Technology 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$3.08K ﹤0.01%
285
+250
202
$3.04K ﹤0.01%
21
-35
203
$2.86K ﹤0.01%
53
204
$2.39K ﹤0.01%
30
-35
205
$2.24K ﹤0.01%
34
206
$1.95K ﹤0.01%
109
+100
207
$1.83K ﹤0.01%
+150
208
$1.78K ﹤0.01%
216
-121
209
$1.75K ﹤0.01%
+850
210
$1.71K ﹤0.01%
75
-675
211
$1.47K ﹤0.01%
15
-105
212
$1.3K ﹤0.01%
14,410
213
$1.09K ﹤0.01%
52
-26
214
$835 ﹤0.01%
+41
215
$749 ﹤0.01%
15
-200
216
$467 ﹤0.01%
90
-34,100
217
0
218
$165 ﹤0.01%
10,304
+1,024
219
0
220
$89 ﹤0.01%
1
221
$28 ﹤0.01%
1
222
$10 ﹤0.01%
1
223
-200
224
-95
225
-2,425