CCMW
Cypress Capital Management (Wyoming) Portfolio holdings
AUM
$92.1M
1-Year Return
19.24%
This Quarter Return
+5.39%
1 Year Return
+19.24%
3 Year Return
+74.82%
5 Year Return
+195.58%
10 Year Return
+425.55%
AUM
$95.3M
AUM Growth
+$8.13M
(+9.3%)
Cap. Flow
+$7.83M
Cap. Flow
% of AUM
8.21%
Top 10 Holdings %
Top 10 Hldgs %
30.95%
Holding
361
New
50
Increased
60
Reduced
67
Closed
38
Top Buys
| 1 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
$2.01M |
| 2 |
Edwards Lifesciences
EW
|
$1.74M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.51M |
| 4 |
TVRD
Tvardi Therapeutics, Inc. Common Stock
TVRD
|
$1.43M |
| 5 |
CRZO
Carrizo Oil & Gas Inc
CRZO
|
$1.19M |
Top Sells
| 1 |
Altria Group
MO
|
$1.63M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$1.39M |
| 3 |
CELG
Celgene Corp
CELG
|
$777K |
| 4 |
British American Tobacco
BTI
|
$516K |
| 5 |
Lantheus
LNTH
|
$389K |
Sector Composition
| 1 | Technology | 16.85% |
| 2 | Consumer Staples | 9.34% |
| 3 | Industrials | 8.6% |
| 4 | Healthcare | 8.24% |
| 5 | Financials | 6.96% |
