CCMW

Cypress Capital Management (Wyoming) Portfolio holdings

AUM $108M
1-Year Est. Return 58.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+58.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52M
AUM Growth
-$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Sells

1 +$4.31M
2 +$2.55M
3 +$2.25M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$2.1M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.05M

Sector Composition

1 Technology 14.56%
2 Consumer Staples 10.88%
3 Healthcare 8.55%
4 Industrials 8.36%
5 Financials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$12K 0.02%
500
202
$12K 0.02%
119
+19
203
$11K 0.02%
200
204
$11K 0.02%
380
205
$11K 0.02%
350
206
$11K 0.02%
500
207
$11K 0.02%
200
208
$10K 0.02%
1,000
209
$10K 0.02%
115
210
$10K 0.02%
150
211
$10K 0.02%
200
212
$10K 0.02%
100
213
$10K 0.02%
235
214
$10K 0.02%
101
+36
215
$9K 0.02%
150
216
$9K 0.02%
+46
217
$9K 0.02%
250
218
$9K 0.02%
200
219
$9K 0.02%
100
220
$9K 0.02%
509
-250
221
$8K 0.02%
300
222
$8K 0.02%
200
223
$8K 0.02%
400
-200
224
$8K 0.02%
+34
225
$7K 0.01%
56