CCG

Cypress Capital Group Portfolio holdings

AUM $893M
1-Year Est. Return 27.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$836M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1 +$2.91M
2 +$2.52M
3 +$2.52M
4
URA icon
Global X Uranium ETF
URA
+$2.36M
5
AMD icon
Advanced Micro Devices
AMD
+$2.3M

Top Sells

1 +$32.7M
2 +$3.87M
3 +$2.04M
4
VZ icon
Verizon
VZ
+$1.49M
5
CTRA icon
Coterra Energy
CTRA
+$1.42M

Sector Composition

1 Technology 22.4%
2 Healthcare 14.83%
3 Financials 12.91%
4 Consumer Discretionary 7.94%
5 Industrials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CTRA icon
226
Coterra Energy
CTRA
$23.9B
-55,932
JBL icon
227
Jabil
JBL
$27.6B
-936
OHI icon
228
Omega Healthcare
OHI
$14.2B
-5,500
OKE icon
229
Oneok
OKE
$54.2B
-4,200
PSEC icon
230
Prospect Capital
PSEC
$1.33B
-56,400
TDG icon
231
TransDigm Group
TDG
$73.6B
-144
UBER icon
232
Uber
UBER
$156B
-2,373
GEV icon
233
GE Vernova
GEV
$238B
-457