CCMW
Cypress Capital Management (Wyoming) Portfolio holdings
AUM
$92.1M
1-Year Return
19.24%
This Quarter Return
+18.88%
1 Year Return
+19.24%
3 Year Return
+74.82%
5 Year Return
+195.58%
10 Year Return
+425.55%
AUM
$114M
AUM Growth
+$3.6M
(+3.3%)
Cap. Flow
-$3.09M
Cap. Flow
% of AUM
-2.71%
Top 10 Holdings %
Top 10 Hldgs %
42.01%
Holding
238
New
34
Increased
22
Reduced
59
Closed
14
Top Buys
| 1 |
Teradyne
TER
|
+$2.87M |
| 2 |
Sonos
SONO
|
+$2.38M |
| 3 |
lululemon athletica
LULU
|
+$2.35M |
| 4 |
Innovative Industrial Properties
IIPR
|
+$2.22M |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
+$2.21M |
Top Sells
| 1 |
Edwards Lifesciences
EW
|
+$2.82M |
| 2 |
ABMD
Abiomed Inc
ABMD
|
+$2.73M |
| 3 |
Essential Properties Realty Trust
EPRT
|
+$2.54M |
| 4 |
McDonald's
MCD
|
+$2.16M |
| 5 |
Walt Disney
DIS
|
+$1.95M |
Sector Composition
| 1 | Technology | 25.86% |
| 2 | Financials | 14.24% |
| 3 | Consumer Discretionary | 7.83% |
| 4 | Healthcare | 7.68% |
| 5 | Materials | 6.56% |
