CCMW

Cypress Capital Management (Wyoming) Portfolio holdings

AUM $92.1M
1-Year Est. Return 19.24%
This Quarter Est. Return
1 Year Est. Return
+19.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.1M
AUM Growth
-$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$440K
3
+$365K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$299K
5
TGT icon
Target
TGT
+$255K

Top Sells

1
+$1.94M
2
+$831K
3
+$421K
4
KMI icon
Kinder Morgan
KMI
+$414K
5
AXON icon
Axon Enterprise
AXON
+$384K

Sector Composition

1 Consumer Staples 27.75%
2 Healthcare 17.22%
3 Technology 8.4%
4 Consumer Discretionary 8.39%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.53M 11.51%
136,207
-20
2
$5.56M 7.49%
55,501
+2,465
3
$5.44M 7.33%
108,035
+335
4
$3.99M 5.38%
146,428
-440
5
$3.85M 5.19%
136,760
6
$3.47M 4.69%
37,809
+4,790
7
$2.33M 3.15%
23,770
8
$2.13M 2.87%
52,210
-47,670
9
$2.11M 2.85%
39,880
+2,750
10
$1.76M 2.38%
28,676
+19,571
11
$1.63M 2.2%
25,379
+790
12
$1.48M 1.99%
21,796
13
$1.43M 1.92%
33,851
+8,665
14
$1.37M 1.85%
22,977
-1,150
15
$1.33M 1.8%
100,129
+377
16
$1.33M 1.79%
24,563
-500
17
$1.03M 1.39%
16,112
+397
18
$963K 1.3%
12,360
-10,670
19
$937K 1.26%
11,212
+85
20
$872K 1.18%
19,655
+15
21
$850K 1.15%
16,836
+891
22
$835K 1.13%
13,260
-159
23
$811K 1.09%
32,924
+400
24
$762K 1.03%
6,000
+1,115
25
$590K 0.8%
5,454
1
2 3 4 5