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
276
$252K 0.03%
3,413
-91
277
$251K 0.03%
3,403
-77
278
$246K 0.03%
10,875
-2,535
279
$241K 0.03%
+2,887
280
$240K 0.03%
1,605
+29
281
$238K 0.03%
1,470
-64
282
$236K 0.03%
6,700
-57
283
$233K 0.03%
2,555
-150
284
$231K 0.03%
+6,825
285
$231K 0.03%
9,980
-420
286
$230K 0.03%
1,136
-43
287
$226K 0.03%
+927
288
$225K 0.03%
+5,539
289
$224K 0.03%
+3,069
290
$223K 0.03%
+901
291
$222K 0.03%
3,433
+74
292
$221K 0.02%
6,299
-247
293
$221K 0.02%
2,481
-56
294
$221K 0.02%
+965
295
$219K 0.02%
859
296
$219K 0.02%
18,834
-880
297
$219K 0.02%
2,627
298
$218K 0.02%
+3,311
299
$217K 0.02%
+973
300
$216K 0.02%
+2,000
9 10 11
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