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
$83.7M
AUM Growth
+$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.92M
3
+$1.9M
4
ARI
Apollo Commercial Real Estate
ARI
+$1.89M
5
CTRA icon
Coterra Energy
CTRA
+$1.7M

Top Sells

1
+$3.05M
2
+$1.96M
3
+$1.7M
4
MRK icon
Merck
MRK
+$1.51M
5
NKE icon
Nike
NKE
+$1.38M

Sector Composition

1 Technology 12.34%
2 Financials 9.23%
3 Consumer Staples 8.42%
4 Real Estate 6.55%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.95M 7.11%
120,324
+104
2
$2.84M 3.39%
30,688
-610
3
$2.82M 3.37%
14,313
+7,616
4
$2.35M 2.8%
41,099
-600
5
$2.21M 2.64%
22,965
+6,044
6
$2.14M 2.56%
+22,848
7
$2.04M 2.44%
55,372
-1,434
8
$1.92M 2.29%
+107,220
9
$1.9M 2.27%
+22,553
10
$1.89M 2.26%
+102,980
11
$1.76M 2.1%
18,620
-420
12
$1.7M 2.02%
+73,868
13
$1.64M 1.95%
+76,935
14
$1.55M 1.86%
31,569
+541
15
$1.45M 1.73%
33,728
+31,785
16
$1.43M 1.71%
56,055
-1,125
17
$1.37M 1.64%
6,614
+84
18
$1.34M 1.6%
7,731
+900
19
$1.34M 1.6%
+31,281
20
$1.33M 1.58%
109,411
+15,807
21
$1.28M 1.53%
49,827
+49,752
22
$1.18M 1.4%
27,813
+575
23
$1.16M 1.38%
20,957
-8
24
$1.15M 1.37%
24,273
-2,267
25
$1.1M 1.31%
6,366
+867
1
2 3 4 5