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
$114M
AUM Growth
+$3.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.38M
3
+$2.35M
4
IIPR icon
Innovative Industrial Properties
IIPR
+$2.22M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.21M

Top Sells

1
+$2.82M
2
+$2.73M
3
+$2.54M
4
MCD icon
McDonald's
MCD
+$2.16M
5
DIS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5K ﹤0.01%
67
+34
202
$5K ﹤0.01%
60
203
$5K ﹤0.01%
+500
204
$4K ﹤0.01%
50
205
$4K ﹤0.01%
150
206
$4K ﹤0.01%
75
-1,070
207
$4K ﹤0.01%
47
-56
208
$3K ﹤0.01%
20
209
$3K ﹤0.01%
84
-184
210
$3K ﹤0.01%
+150
211
$2K ﹤0.01%
350
212
$2K ﹤0.01%
+98
213
$2K ﹤0.01%
150
214
$2K ﹤0.01%
100
215
$2K ﹤0.01%
+105
216
$1K ﹤0.01%
67
217
$1K ﹤0.01%
3
218
$1K ﹤0.01%
75
219
$1K ﹤0.01%
20
220
$1K ﹤0.01%
13
221
$1K ﹤0.01%
140
222
$1K ﹤0.01%
+20
223
– –
-10
224
– –
-1,000
225
– –
-1,000
6 7 8
9
10