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
$815M
AUM Growth
-$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1 +$1.83M
2 +$1.43M
3 +$1.22M
4
MSI icon
Motorola Solutions
MSI
+$1.01M
5
JBL icon
Jabil
JBL
+$975K

Top Sells

1 +$2.77M
2 +$2.44M
3 +$1.9M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
DOW icon
Dow Inc
DOW
+$1.02M

Sector Composition

1 Technology 22.45%
2 Healthcare 15.1%
3 Financials 11.38%
4 Consumer Discretionary 8.27%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$320K 0.04%
1,320
-1,287
227
$310K 0.04%
3,610
-2,183
228
$307K 0.04%
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229
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230
$298K 0.04%
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231
$295K 0.04%
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232
$294K 0.04%
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233
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234
$283K 0.03%
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3,205
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240
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246
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6,700
248
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1,296
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1,000
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250
$210K 0.03%
1,295
-1,504