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
$88.3M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$675K
2
+$555K
3
+$550K
4
BCC icon
Boise Cascade
BCC
+$517K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$514K

Top Sells

1
+$2.16M
2
+$1.34M
3
+$741K
4
MO icon
Altria Group
MO
+$596K
5
CSX icon
CSX Corp
CSX
+$565K

Sector Composition

1 Consumer Staples 19.62%
2 Technology 15.09%
3 Healthcare 11.2%
4 Industrials 7.66%
5 Financials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$20K 0.02%
190
+65
202
$20K 0.02%
440
-480
203
$20K 0.02%
96
204
$20K 0.02%
900
205
$20K 0.02%
+345
206
$20K 0.02%
+836
207
$19K 0.02%
+110
208
$19K 0.02%
2,000
209
$19K 0.02%
300
-75
210
$19K 0.02%
+100
211
$18K 0.02%
+13
212
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200
213
$18K 0.02%
+300
214
$18K 0.02%
250
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215
$18K 0.02%
500
-900
216
$17K 0.02%
+380
217
$17K 0.02%
+1,200
218
$17K 0.02%
+550
219
$17K 0.02%
+170
220
$16K 0.02%
+290
221
$16K 0.02%
+100
222
$16K 0.02%
750
223
$16K 0.02%
265
224
$15K 0.02%
+150
225
$15K 0.02%
500
-500
7 8
9
10 11