CCG

Cypress Capital Group Portfolio holdings

AUM $836M
1-Year Est. Return 20.24%
This Quarter Est. Return
1 Year Est. Return
+20.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$834M
AUM Growth
-$266K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$1.05M
3
+$1M
4
BG icon
Bunge Global
BG
+$931K
5
ADM icon
Archer Daniels Midland
ADM
+$896K

Top Sells

1
+$6.72M
2
+$1.97M
3
+$1.69M
4
TROW icon
T. Rowe Price
TROW
+$1.35M
5
EXPD icon
Expeditors International
EXPD
+$1.05M

Sector Composition

1 Technology 20.79%
2 Healthcare 16.82%
3 Financials 9.95%
4 Consumer Discretionary 7.81%
5 Energy 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$304K 0.04%
5,536
+365
252
$296K 0.04%
793
-1,154
253
$290K 0.03%
3,235
254
$290K 0.03%
1,777
-309
255
$289K 0.03%
8,924
+1,595
256
$287K 0.03%
13,410
-1,638
257
$286K 0.03%
1,797
-113
258
$284K 0.03%
1,105
-56
259
$278K 0.03%
1,179
-3
260
$271K 0.03%
501
-30
261
$271K 0.03%
2,929
262
$266K 0.03%
6,249
263
$248K 0.03%
1,240
-149
264
$248K 0.03%
3,359
265
$243K 0.03%
6,757
-319
266
$239K 0.03%
2,104
-36
267
$238K 0.03%
801
-37
268
$234K 0.03%
526
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269
$233K 0.03%
1,534
+64
270
$233K 0.03%
+8,769
271
$228K 0.03%
3,480
272
$227K 0.03%
2,705
-200
273
$227K 0.03%
7,929
-393
274
$226K 0.03%
3,050
-9,607
275
$223K 0.03%
8,745
9 10
11
12 13