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
$71M
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.34M
3
+$1.3M
4
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$750K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$198K

Top Sells

1
+$56.5M
2
+$2.64M
3
+$2.19M
4
SO icon
Southern Company
SO
+$1.26M
5
BA icon
Boeing
BA
+$993K

Sector Composition

1 Healthcare 13.74%
2 Financials 11.96%
3 Technology 11.12%
4 Consumer Discretionary 8.05%
5 Consumer Staples 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.19M 10.12%
113,076
+784
2
$5.4M 7.6%
18,727
-196,044
3
$4.25M 5.99%
67,668
-4,518
4
$3.38M 4.76%
106,190
+40,729
5
$2.79M 3.93%
121,185
-10,661
6
$2.44M 3.44%
27,584
-2,113
7
$2.38M 3.35%
4,999
-114
8
$2.33M 3.28%
78,768
-2,470
9
$2.28M 3.21%
+14,316
10
$2.1M 2.96%
39,123
-2,436
11
$1.81M 2.55%
10,952
-563
12
$1.8M 2.54%
9,513
-494
13
$1.71M 2.41%
17,540
-820
14
$1.69M 2.38%
20,135
-2,028
15
$1.62M 2.28%
11,305
-391
16
$1.54M 2.17%
19,189
-2,173
17
$1.51M 2.13%
10,416
-1,105
18
$1.51M 2.13%
46,359
-3,880
19
$1.34M 1.89%
+53,500
20
$1.2M 1.69%
91,994
-1,387
21
$1.14M 1.6%
7,062
-331
22
$1.07M 1.51%
327,544
-11,900
23
$924K 1.3%
3,241
+75
24
$903K 1.27%
17,600
-1,809
25
$877K 1.23%
21,773
-1,161
1
2 3 4 5