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
$452M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.04M
3
+$1.66M
4
DXC icon
DXC Technology
DXC
+$1.42M
5
SPGI icon
S&P Global
SPGI
+$1.41M

Top Sells

1
+$1.97M
2
+$1.53M
3
+$1.21M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.09M
5
PBCT
People's United Financial Inc
PBCT
+$1.05M

Sector Composition

1 Healthcare 16.09%
2 Consumer Staples 12.96%
3 Technology 10.91%
4 Financials 9.95%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.91M 1.09%
32,493
+6,055
27
$4.68M 1.04%
11,073
+189
28
$4.51M 1%
34,849
-3,305
29
$4.28M 0.95%
39,865
-3,886
30
$4.15M 0.92%
92,954
-18,291
31
$4.08M 0.9%
66,651
+9,053
32
$4.04M 0.9%
52,170
-955
33
$4.04M 0.89%
56,640
-875
34
$4.02M 0.89%
42,552
-1,488
35
$3.94M 0.87%
19,903
+1,198
36
$3.92M 0.87%
70,346
-6,995
37
$3.92M 0.87%
25,588
-50
38
$3.84M 0.85%
79,036
+7,700
39
$3.84M 0.85%
120,497
-61,950
40
$3.84M 0.85%
44,036
+1,865
41
$3.81M 0.84%
43,119
-3,331
42
$3.8M 0.84%
54,675
-700
43
$3.7M 0.82%
48,287
-795
44
$3.68M 0.82%
102,989
-1,564
45
$3.67M 0.81%
44,413
-2,700
46
$3.65M 0.81%
33,199
-540
47
$3.52M 0.78%
139,545
-1,500
48
$3.48M 0.77%
22,703
+2,854
49
$3.41M 0.76%
29,539
+3,988
50
$3.26M 0.72%
44,031
-2,020
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