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
$85.4M
AUM Growth
+$5.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.71M
3
+$1.35M
4
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$1.07M
5
UHS icon
Universal Health Services
UHS
+$1.05M

Top Sells

1
+$2.97M
2
+$682K
3
+$546K
4
SWBI icon
Smith & Wesson
SWBI
+$390K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$333K

Sector Composition

1 Technology 19.58%
2 Consumer Staples 13.35%
3 Financials 7.57%
4 Materials 5.93%
5 Energy 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.4M 19.18%
99,378
-104
2
$4.39M 5.14%
41,275
-732
3
$4.17M 4.88%
22,777
-579
4
$4M 4.68%
133,880
-8,000
5
$3.8M 4.44%
46,215
-4,056
6
$3.65M 4.27%
112,695
-2,587
7
$3.36M 3.94%
23,068
-135
8
$3.06M 3.58%
6,154
+27
9
$2.94M 3.44%
185,437
-1,078
10
$2.41M 2.82%
62,341
-1,447
11
$2.29M 2.68%
4,853
+1,641
12
$2.15M 2.51%
68,773
+43,319
13
$2.14M 2.51%
39,263
-985
14
$1.93M 2.26%
9,508
-18
15
$1.83M 2.14%
21,367
+19,997
16
$1.79M 2.1%
93,165
-3,665
17
$1.78M 2.08%
+6,979
18
$1.69M 1.97%
33,082
-543
19
$1.66M 1.95%
12,844
20
$1.48M 1.73%
5,287
-46
21
$1.45M 1.7%
18,199
+3,737
22
$1.23M 1.44%
5,078
-11
23
$1.16M 1.36%
22,969
-34
24
$1.12M 1.31%
4,963
-100
25
$1.07M 1.25%
+11,596
1
2 3 4 5