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
$406M
AUM Growth
-$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$1.3M
2 +$356K
3 +$320K
4
EBAY icon
eBay
EBAY
+$310K
5
BCR
CR Bard Inc.
BCR
+$310K

Top Sells

1 +$1.88M
2 +$1.2M
3 +$933K
4
BLK icon
Blackrock
BLK
+$858K
5
NOV icon
NOV
NOV
+$534K

Sector Composition

1 Healthcare 16.34%
2 Consumer Staples 11.15%
3 Consumer Discretionary 11.01%
4 Technology 9.39%
5 Financials 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.21M 1.28%
129,438
+2,045
27
$4.7M 1.16%
148,991
+2,636
28
$4.69M 1.16%
38,821
+30
29
$4.58M 1.13%
76,113
-300
30
$4.52M 1.12%
42,690
+2,510
31
$4.5M 1.11%
92,930
-3,631
32
$4.32M 1.06%
61,337
-1,500
33
$4.27M 1.05%
41,324
+1,380
34
$4.27M 1.05%
39,450
-1,225
35
$4.06M 1%
58,944
+550
36
$3.76M 0.93%
38,151
-28
37
$3.7M 0.91%
65,100
-500
38
$3.69M 0.91%
12,421
-2,885
39
$3.69M 0.91%
54,101
-2,717
40
$3.56M 0.88%
37,733
-866
41
$3.53M 0.87%
58,731
-15,538
42
$3.44M 0.85%
77,652
-1,232
43
$3.4M 0.84%
44,248
+575
44
$3.32M 0.82%
40,372
45
$3.27M 0.81%
68,227
-39,233
46
$3.23M 0.8%
50,928
-364
47
$3.21M 0.79%
44,693
+635
48
$3.11M 0.77%
35,413
-2,660
49
$2.99M 0.74%
30,280
+1,629
50
$2.94M 0.72%
25,432
+57