CCG

Cypress Capital Group Portfolio holdings

AUM $836M
1-Year Est. Return 20.24%
This Quarter Est. Return
1 Year Est. Return
+20.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$890M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.47M
3
+$1.04M
4
META icon
Meta Platforms (Facebook)
META
+$1.04M
5
INCY icon
Incyte
INCY
+$971K

Top Sells

1
+$1.3M
2
+$1.26M
3
+$1.25M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1,000K
5
SBUX icon
Starbucks
SBUX
+$890K

Sector Composition

1 Technology 20.48%
2 Healthcare 16.44%
3 Financials 10.2%
4 Consumer Discretionary 8.09%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$456K 0.05%
2,799
-3,230
227
$452K 0.05%
14,287
-91
228
$449K 0.05%
1,894
229
$448K 0.05%
13,471
-787
230
$447K 0.05%
+11,000
231
$443K 0.05%
6,913
-55
232
$439K 0.05%
12,300
-340
233
$437K 0.05%
6,638
-308
234
$436K 0.05%
10,186
+119
235
$429K 0.05%
1,651
+411
236
$428K 0.05%
2,566
-214
237
$428K 0.05%
1,918
+24
238
$423K 0.05%
2,207
-13
239
$418K 0.05%
6,654
+320
240
$401K 0.05%
4,784
+794
241
$399K 0.04%
2,219
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242
$398K 0.04%
3,458
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243
$379K 0.04%
+7,913
244
$375K 0.04%
7,129
-186
245
$374K 0.04%
5,850
246
$372K 0.04%
354
+3
247
$371K 0.04%
4,625
+200
248
$369K 0.04%
6,087
+44
249
$367K 0.04%
2,706
-125
250
$359K 0.04%
1,594
-3
8 9
10
11 12