CCG

Cypress Capital Group Portfolio holdings

AUM $893M
1-Year Est. Return 27.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.33%
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 +$2.66M
2 +$1.29M
3 +$1.21M
4
CVX icon
Chevron
CVX
+$1.14M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$999K

Top Sells

1 +$3.03M
2 +$2.2M
3 +$1.82M
4
NVDA icon
NVIDIA
NVDA
+$1.5M
5
QCOM icon
Qualcomm
QCOM
+$1.25M

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