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
251
$311K 0.05%
2,217
+200
252
$300K 0.05%
228
+9
253
$297K 0.04%
2,010
-29
254
$296K 0.04%
8,745
255
$294K 0.04%
+1,267
256
$285K 0.04%
16,367
+3,107
257
$282K 0.04%
+1,176
258
$275K 0.04%
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259
$274K 0.04%
1,654
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260
$270K 0.04%
3,594
-46
261
$267K 0.04%
1,654
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262
$257K 0.04%
1,164
263
$256K 0.04%
+2,866
264
$252K 0.04%
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265
$250K 0.04%
2,426
266
$249K 0.04%
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267
$242K 0.04%
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268
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269
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270
$238K 0.04%
8,635
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271
$234K 0.04%
9,686
272
$233K 0.04%
1,580
-64
273
$232K 0.04%
+4,511
274
$232K 0.04%
+3,526
275
$229K 0.03%
+415
9 10
11
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