CCMW

Cypress Capital Management (Wyoming) Portfolio holdings

AUM $108M
1-Year Est. Return 58.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+58.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
+$3.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1 +$2.44M
2 +$2.34M
3 +$1.98M
4
JD icon
JD.com
JD
+$1.98M
5
SONO icon
Sonos
SONO
+$1.9M

Top Sells

1 +$2.73M
2 +$2.56M
3 +$2.34M
4
MCD icon
McDonald's
MCD
+$2.2M
5
WKHS icon
Workhorse Group
WKHS
+$2.02M

Sector Composition

1 Technology 25.86%
2 Financials 14.24%
3 Consumer Discretionary 7.83%
4 Healthcare 7.68%
5 Materials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$15.3M 13.41%
115,451
+499
2
$8.18M 7.17%
200,725
+33,530
3
$4.25M 3.72%
118,066
-151
4
$3.21M 2.81%
18,817
-173
5
$3.16M 2.77%
34,648
-30,860
6
$2.97M 2.6%
26,200
-148
7
$2.87M 2.51%
+23,914
8
$2.8M 2.45%
17,200
+200
9
$2.66M 2.33%
17,439
-79
10
$2.54M 2.23%
61,673
-14,495
11
$2.44M 2.13%
93,670
-271
12
$2.41M 2.11%
6,929
+6,742
13
$2.38M 2.09%
+101,847
14
$2.35M 2.05%
36,092
+20
15
$2.28M 2%
38,819
+636
16
$2.22M 1.94%
+12,126
17
$2.21M 1.94%
99,488
+99,388
18
$2.2M 1.93%
328,722
-80
19
$2.08M 1.82%
+23,653
20
$1.76M 1.54%
+19,163
21
$1.74M 1.52%
7,410
+7,280
22
$1.73M 1.51%
+18,513
23
$1.65M 1.44%
17,886
-688
24
$1.62M 1.42%
33,693
-447
25
$1.61M 1.41%
9,563
-202