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
$91.3M
AUM Growth
+$6.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1 +$1.24M
2 +$1.13M
3 +$1M
4
PLTR icon
Palantir
PLTR
+$953K
5
LMND icon
Lemonade
LMND
+$946K

Top Sells

1 +$2.69M
2 +$310K
3 +$252K
4
AMLP icon
Alerian MLP ETF
AMLP
+$244K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$231K

Sector Composition

1 Technology 22.09%
2 Consumer Staples 12.97%
3 Financials 9.39%
4 Energy 5.99%
5 Materials 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$18.7M 20.53%
97,284
+876
2
$4.65M 5.1%
47,029
-2,553
3
$4.05M 4.44%
131,802
-2,475
4
$3.97M 4.35%
20,764
-884
5
$3.84M 4.21%
5,698
-261
6
$3.47M 3.8%
231,309
-14,079
7
$3.23M 3.54%
104,243
-7,437
8
$2.33M 2.55%
21,023
-1,745
9
$2.29M 2.51%
53,879
-5,732
10
$2.16M 2.37%
8,312
-245
11
$2.01M 2.2%
126,197
-4,628
12
$1.98M 2.17%
4,377
-258
13
$1.84M 2.01%
12,048
-739
14
$1.74M 1.91%
31,770
-985
15
$1.74M 1.91%
31,378
-2,774
16
$1.49M 1.63%
32,807
+10,557
17
$1.48M 1.62%
10,867
-1,477
18
$1.43M 1.57%
8,597
-906
19
$1.32M 1.45%
4,597
-242
20
$1.32M 1.44%
36,378
-1,275
21
$1.29M 1.42%
34,421
-2,060
22
$1.29M 1.41%
28,793
-917
23
$1.25M 1.37%
19,135
-1,338
24
$1.24M 1.35%
+22,657
25
$1.21M 1.32%
19,735
-1,114