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
276
$233K 0.03%
994
277
$231K 0.03%
+4,084
278
$229K 0.03%
1,155
-183
279
$228K 0.03%
1,182
+18
280
$226K 0.03%
+1,986
281
$221K 0.03%
+6,237
282
$219K 0.03%
8,745
283
$216K 0.03%
1,655
284
$215K 0.03%
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285
$213K 0.03%
+2,915
286
$212K 0.03%
4,332
287
$209K 0.03%
1,173
288
$209K 0.03%
1,502
+70
289
$207K 0.03%
+286
290
$206K 0.03%
+2,929
291
$203K 0.03%
+3,262
292
$203K 0.03%
2,066
293
$201K 0.03%
956
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294
$201K 0.03%
+6,159
295
$78.9K 0.01%
10,741
296
$60.9K 0.01%
15,000
-10,000
297
$24.5K ﹤0.01%
1,400
298
$21.5K ﹤0.01%
+10,000
299
– –
-5,220
300
– –
-1,604
9 10 11
12
13