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
$76.5M
AUM Growth
+$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.6M
3
+$918K
4
STZ icon
Constellation Brands
STZ
+$793K
5
SBUX icon
Starbucks
SBUX
+$718K

Top Sells

1
+$2.1M
2
+$1.25M
3
+$1.24M
4
SWKS icon
Skyworks Solutions
SWKS
+$963K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$508K

Sector Composition

1 Consumer Staples 35.85%
2 Healthcare 16.25%
3 Consumer Discretionary 8.13%
4 Financials 7.1%
5 Technology 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.1M 13.18%
146,159
+9,952
2
$6.74M 8.82%
125,065
+17,030
3
$5.68M 7.43%
57,581
+2,080
4
$4.05M 5.3%
86,430
+34,220
5
$4.05M 5.29%
144,001
+7,241
6
$3.41M 4.46%
142,808
-3,620
7
$2.73M 3.57%
32,732
-5,077
8
$2.42M 3.17%
23,820
+50
9
$2.03M 2.65%
35,547
+12,570
10
$1.98M 2.59%
27,596
+5,800
11
$1.97M 2.58%
150,755
+50,626
12
$1.76M 2.31%
31,946
+3,270
13
$1.7M 2.23%
38,460
+38,310
14
$1.49M 1.95%
26,680
+2,117
15
$1.22M 1.6%
16,592
+480
16
$1.15M 1.5%
26,410
+6,755
17
$1.12M 1.47%
6,798
+4,793
18
$1.1M 1.44%
20,001
+3,165
19
$934K 1.22%
24,200
+9,300
20
$801K 1.05%
8,545
-2,667
21
$772K 1.01%
11,957
-1,303
22
$769K 1.01%
20,895
+12,300
23
$764K 1%
28,300
+8,300
24
$670K 0.88%
5,522
+68
25
$636K 0.83%
21,724
-11,200
1
2 3 4 5