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
$111M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1 +$2.7M
2 +$2.15M
3 +$2.08M
4
UPS icon
United Parcel Service
UPS
+$1.71M
5
WMT icon
Walmart
WMT
+$1.63M

Sector Composition

1 Technology 20.43%
2 Healthcare 13.36%
3 Financials 10.18%
4 Consumer Discretionary 9.4%
5 Materials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$13.4M 12.09%
114,952
-672
2
$6.04M 5.43%
167,195
-10,369
3
$5.5M 4.94%
65,508
-490
4
$4.82M 4.33%
118,217
+1,119
5
$3.9M 3.5%
76,168
+881
6
$2.85M 2.57%
26,348
-16
7
$2.79M 2.51%
17,000
8
$2.73M 2.45%
9,976
-79
9
$2.7M 2.42%
+403
10
$2.62M 2.36%
18,990
-103
11
$2.55M 2.29%
328,802
+10,881
12
$2.51M 2.25%
4,978
-20
13
$2.46M 2.21%
127,539
-4,552
14
$2.33M 2.09%
10,346
-156
15
$2.27M 2.04%
38,183
-39
16
$2.19M 1.97%
17,518
-19
17
$2.17M 1.95%
18,036
-38
18
$2.15M 1.93%
+9,834
19
$2.1M 1.89%
16,649
+16,449
20
$1.71M 1.53%
+9,765
21
$1.63M 1.46%
+34,140
22
$1.62M 1.46%
93,941
+59
23
$1.6M 1.44%
40,290
-3,117
24
$1.47M 1.32%
8,695
-264
25
$1.47M 1.32%
5,526
+4,176