CCG

Cypress Capital Group Portfolio holdings

AUM $804M
1-Year Est. Return 18.25%
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$600M
AUM Growth
-$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.19M
3
+$1.09M
4
CVX icon
Chevron
CVX
+$1.07M
5
DUK icon
Duke Energy
DUK
+$1.05M

Top Sells

1
+$2.91M
2
+$2.15M
3
+$1.7M
4
NVDA icon
NVIDIA
NVDA
+$1.16M
5
QCOM icon
Qualcomm
QCOM
+$1.03M

Sector Composition

1 Healthcare 20.07%
2 Technology 16.61%
3 Financials 10.31%
4 Consumer Discretionary 9.02%
5 Consumer Staples 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$321K 0.05%
2,380
+64
227
$319K 0.05%
4,159
228
$318K 0.05%
+19,661
229
$316K 0.05%
4,371
+190
230
$315K 0.05%
1,711
+73
231
$315K 0.05%
10,536
-1,067
232
$312K 0.05%
9,555
-86
233
$311K 0.05%
6,600
-40
234
$311K 0.05%
7,726
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235
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1,417
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236
$302K 0.05%
5,084
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237
$299K 0.05%
7,140
238
$295K 0.05%
6,711
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239
$294K 0.05%
6,480
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240
$289K 0.05%
8,745
241
$284K 0.05%
1,644
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242
$281K 0.05%
19,980
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243
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20,892
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244
$275K 0.05%
2,039
245
$274K 0.05%
3,640
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246
$266K 0.04%
4,576
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247
$262K 0.04%
1,754
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248
$261K 0.04%
968
+50
249
$261K 0.04%
8,715
+150
250
$259K 0.04%
2,017
+75
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10
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