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
251
$257K 0.04%
2,169
-47
252
$246K 0.04%
1,820
-116
253
$245K 0.04%
5,520
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254
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255
$242K 0.04%
7,165
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256
$238K 0.04%
219
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257
$236K 0.04%
+7,067
258
$228K 0.04%
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259
$221K 0.04%
3,497
-7,705
260
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10,990
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261
$218K 0.04%
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262
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263
$212K 0.04%
13,260
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264
$212K 0.04%
+2,426
265
$211K 0.04%
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266
$208K 0.03%
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267
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4,306
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$202K 0.03%
9,686
269
$142K 0.02%
45,000
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270
$91K 0.02%
12,455
271
$69K 0.01%
+10,741
272
$64K 0.01%
18,163
273
$63K 0.01%
+5,067
274
$48K 0.01%
10,000
275
$10K ﹤0.01%
1,400
8 9 10
11
12