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
$419M
AUM Growth
-$8.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.3M
3
+$821K
4
NOV icon
NOV
NOV
+$738K
5
MCK icon
McKesson
MCK
+$727K

Top Sells

1
+$4.11M
2
+$2.1M
3
+$1.08M
4
NVDA icon
NVIDIA
NVDA
+$899K
5
XOM icon
Exxon Mobil
XOM
+$873K

Sector Composition

1 Healthcare 15.43%
2 Consumer Staples 13.74%
3 Consumer Discretionary 10.09%
4 Technology 8.63%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.15M 1.23%
140,444
+1,805
27
$4.96M 1.18%
91,940
-690
28
$4.85M 1.16%
201,855
+10,620
29
$4.85M 1.16%
40,482
+1,300
30
$4.68M 1.12%
99,242
+1,144
31
$4.42M 1.06%
62,515
-150
32
$4.2M 1%
56,560
+407
33
$4.1M 0.98%
45,649
+2,256
34
$4.04M 0.96%
42,225
+3,070
35
$3.99M 0.95%
49,426
-5,431
36
$3.95M 0.94%
27,602
+345
37
$3.83M 0.91%
36,623
-1,868
38
$3.82M 0.91%
59,442
-583
39
$3.64M 0.87%
61,066
+3,206
40
$3.61M 0.86%
44,828
+1,155
41
$3.56M 0.85%
45,815
+2,591
42
$3.48M 0.83%
46,968
+525
43
$3.44M 0.82%
33,238
-150
44
$3.33M 0.8%
42,149
-5,716
45
$3.32M 0.79%
30,512
-2,621
46
$3.26M 0.78%
29,607
+970
47
$3.16M 0.75%
25,055
-2,785
48
$2.99M 0.71%
25,955
-18,164
49
$2.98M 0.71%
70,534
-1,675
50
$2.77M 0.66%
18,762
+371
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2
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