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
$691M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$2.76M
3
+$2.4M
4
FDX icon
FedEx
FDX
+$1.62M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.29M

Top Sells

1
+$1.36M
2
+$1.27M
3
+$1.08M
4
NVDA icon
NVIDIA
NVDA
+$1.05M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.04M

Sector Composition

1 Technology 20.38%
2 Healthcare 17.78%
3 Financials 10.27%
4 Consumer Discretionary 8.7%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$323K 0.05%
10,642
-12,789
252
$323K 0.05%
4,341
-500
253
$321K 0.05%
2,791
-1,460
254
$314K 0.05%
1,657
-22
255
$313K 0.05%
1,273
+11
256
$312K 0.05%
703
+10
257
$306K 0.04%
6,707
-392
258
$300K 0.04%
3,621
259
$299K 0.04%
4,539
+28
260
$298K 0.04%
3,687
261
$294K 0.04%
+8,908
262
$291K 0.04%
6,299
+1,762
263
$285K 0.04%
9,062
-86
264
$279K 0.04%
3,635
-2,821
265
$272K 0.04%
50,000
266
$268K 0.04%
1,838
267
$267K 0.04%
6,681
268
$267K 0.04%
193
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1,684
+6
270
$247K 0.04%
315
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271
$247K 0.04%
12,928
+248
272
$242K 0.04%
2,319
273
$236K 0.03%
9,386
-300
274
$234K 0.03%
6,805
+48
275
$233K 0.03%
23,393
+1,055
9 10
11
12 13