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
276
– –
-5,782
277
– –
-3,414
278
– –
-2,538
279
– –
-3,875
280
– –
-22,020
281
– –
-1,222
282
– –
-2,615
283
– –
-46,491
284
– –
-2,619
285
– –
-2,754
286
– –
-1,750
287
– –
-4,099
288
– –
-3,424
289
– –
-3,652
290
– –
-1,579
291
– –
-2,069
8 9 10 11
12