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
$890M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.47M
3
+$1.04M
4
META icon
Meta Platforms (Facebook)
META
+$1.04M
5
INCY icon
Incyte
INCY
+$971K

Top Sells

1
+$1.3M
2
+$1.26M
3
+$1.25M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1,000K
5
SBUX icon
Starbucks
SBUX
+$890K

Sector Composition

1 Technology 20.48%
2 Healthcare 16.44%
3 Financials 10.2%
4 Consumer Discretionary 8.09%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$358K 0.04%
7,865
-450
252
$353K 0.04%
5,582
+46
253
$351K 0.04%
1,218
+6
254
$351K 0.04%
1,860
+63
255
$344K 0.04%
7,036
-1,097
256
$341K 0.04%
3,020
257
$337K 0.04%
2,835
-400
258
$333K 0.04%
1,892
+115
259
$315K 0.04%
2,785
-546
260
$313K 0.04%
8,989
+65
261
$310K 0.03%
4,120
-9,490
262
$309K 0.03%
10,628
-550
263
$298K 0.03%
+5,641
264
$290K 0.03%
6,353
+104
265
$280K 0.03%
2,929
266
$272K 0.03%
1,056
-49
267
$272K 0.03%
788
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268
$269K 0.03%
+3,014
269
$267K 0.03%
+2,850
270
$263K 0.03%
535
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271
$262K 0.03%
7,863
-66
272
$261K 0.03%
+7,700
273
$258K 0.03%
+522
274
$258K 0.03%
8,879
+134
275
$257K 0.03%
3,155
+105
9 10
11
12 13