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
$408M
AUM Growth
-$6.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.5M
3
+$1.36M
4
LUV icon
Southwest Airlines
LUV
+$1.25M
5
LOW icon
Lowe's Companies
LOW
+$1.2M

Top Sells

1
+$2.43M
2
+$2.12M
3
+$1.74M
4
MCO icon
Moody's
MCO
+$1.32M
5
BLK icon
Blackrock
BLK
+$1.16M

Sector Composition

1 Healthcare 15.15%
2 Consumer Staples 13.39%
3 Consumer Discretionary 11.65%
4 Technology 8.61%
5 Financials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.89M 1.44%
77,799
+15,800
27
$5.76M 1.41%
204,888
-1,318
28
$5.08M 1.25%
146,349
-263
29
$4.85M 1.19%
83,752
-1,250
30
$4.85M 1.19%
56,014
-5,612
31
$4.77M 1.17%
51,940
-3,069
32
$4.51M 1.11%
65,625
-4,125
33
$4.42M 1.08%
87,829
+18,011
34
$4.22M 1.03%
56,132
-1,880
35
$4.16M 1.02%
30,901
+1,701
36
$4.04M 0.99%
60,925
+275
37
$4.01M 0.98%
39,182
38
$3.9M 0.96%
38,971
-200
39
$3.77M 0.92%
59,037
+1,709
40
$3.73M 0.91%
43,048
-1,150
41
$3.65M 0.89%
32,688
-225
42
$3.42M 0.84%
41,550
-2,711
43
$3.33M 0.82%
32,468
-2,498
44
$3.31M 0.81%
46,876
-552
45
$3.31M 0.81%
145,029
+77,037
46
$3.19M 0.78%
76,384
-50,624
47
$3.06M 0.75%
42,373
+6,804
48
$3.05M 0.75%
26,816
-15,268
49
$2.95M 0.72%
26,972
+695
50
$2.8M 0.69%
21,002
-4,450
1
2
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