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
$407M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$999K
3
+$754K
4
OMC icon
Omnicom Group
OMC
+$496K
5
MNST icon
Monster Beverage
MNST
+$401K

Top Sells

1
+$3.13M
2
+$2.13M
3
+$2.06M
4
RTX icon
RTX Corp
RTX
+$1.81M
5
IBM icon
IBM
IBM
+$1.29M

Sector Composition

1 Healthcare 13.44%
2 Energy 11.25%
3 Technology 10.8%
4 Consumer Staples 10.28%
5 Consumer Discretionary 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5M 1.23%
130,316
-10,689
27
$4.65M 1.14%
55,042
-5,100
28
$4.62M 1.13%
71,363
+691
29
$4.55M 1.12%
70,596
-6,411
30
$4.53M 1.11%
92,251
+5,382
31
$4.5M 1.1%
62,777
-25,219
32
$4.46M 1.1%
170,243
-17,971
33
$4.23M 1.04%
82,910
-7,000
34
$4.18M 1.03%
57,417
-3,040
35
$4.11M 1.01%
123,996
-686
36
$3.89M 0.95%
21,674
-7,208
37
$3.84M 0.94%
77,474
-4,800
38
$3.8M 0.93%
11,995
-310
39
$3.7M 0.91%
49,210
-3,200
40
$3.68M 0.91%
31,417
-9,300
41
$3.65M 0.9%
38,470
-3,490
42
$3.6M 0.88%
56,710
-1,610
43
$3.41M 0.84%
41,169
-1,040
44
$3.37M 0.83%
32,456
-5,676
45
$3.35M 0.82%
71,750
-1,250
46
$3.34M 0.82%
80,821
-12,980
47
$3.31M 0.81%
39,399
48
$3.14M 0.77%
83,808
+610
49
$3.06M 0.75%
65,670
-10,810
50
$3.03M 0.74%
55,574
-6,440
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