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
$80.3M
AUM Growth
+$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1 +$1.88M
2 +$1.79M
3 +$1.63M
4
MCD icon
McDonald's
MCD
+$1.37M
5
ADM icon
Archer Daniels Midland
ADM
+$1.34M

Top Sells

1 +$1.86M
2 +$950K
3 +$315K
4
BNDD icon
Quadratic Deflation ETF
BNDD
+$292K
5
AAPL icon
Apple
AAPL
+$149K

Sector Composition

1 Technology 17.26%
2 Financials 9.88%
3 Consumer Staples 9.51%
4 Materials 6.14%
5 Energy 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$12.9M 16.1%
99,482
-1,150
2
$5.48M 6.83%
141,880
+1,910
3
$4.18M 5.21%
42,007
-9,539
4
$4.08M 5.08%
50,271
-861
5
$3.96M 4.93%
23,356
-204
6
$3.86M 4.81%
186,515
-14,099
7
$3.8M 4.73%
136,689
+64,472
8
$3.3M 4.11%
115,282
-3,280
9
$3.17M 3.94%
23,203
+4,510
10
$2.8M 3.48%
6,127
+3,577
11
$2.43M 3.02%
63,788
-271
12
$2.22M 2.76%
40,248
-878
13
$1.88M 2.34%
+9,526
14
$1.78M 2.22%
96,830
-504
15
$1.75M 2.18%
33,625
-439
16
$1.74M 2.17%
12,844
-2,317
17
$1.56M 1.95%
3,212
+2,664
18
$1.41M 1.76%
23,003
+19,737
19
$1.41M 1.75%
5,333
+5,183
20
$1.34M 1.67%
+14,462
21
$1.34M 1.66%
5,089
+5,037
22
$1.1M 1.37%
32,555
-578
23
$1.05M 1.31%
5,063
-50
24
$793K 0.99%
7,192
25
$769K 0.96%
25,454
-61,677