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
$663M
AUM Growth
+$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.49M
3
+$1.44M
4
PSX icon
Phillips 66
PSX
+$1.17M
5
EXPD icon
Expeditors International
EXPD
+$938K

Top Sells

1
+$2.34M
2
+$1.57M
3
+$1.46M
4
PG icon
Procter & Gamble
PG
+$1.33M
5
LLY icon
Eli Lilly
LLY
+$1.15M

Sector Composition

1 Healthcare 20.8%
2 Technology 15.59%
3 Financials 10.5%
4 Consumer Discretionary 8.87%
5 Industrials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$402K 0.06%
7,288
-17
227
$399K 0.06%
4,859
228
$396K 0.06%
4,368
-13
229
$392K 0.06%
6,060
+251
230
$383K 0.06%
4,779
+1,282
231
$380K 0.06%
6,248
232
$369K 0.06%
2,013
233
$367K 0.06%
4,390
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234
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24,486
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235
$358K 0.05%
4,971
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236
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237
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238
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7,034
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239
$348K 0.05%
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-135
240
$344K 0.05%
4,812
241
$343K 0.05%
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242
$337K 0.05%
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243
$336K 0.05%
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244
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245
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246
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10,892
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247
$324K 0.05%
1,417
248
$321K 0.05%
9,895
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249
$315K 0.05%
481
-115
250
$312K 0.05%
7,099
-41
8 9
10
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