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
$469M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$878K
3
+$785K
4
DD icon
DuPont de Nemours
DD
+$769K
5
JPM icon
JPMorgan Chase
JPM
+$765K

Top Sells

1
+$5.5M
2
+$1.11M
3
+$981K
4
SBUX icon
Starbucks
SBUX
+$715K
5
DD
Du Pont De Nemours E I
DD
+$661K

Sector Composition

1 Healthcare 16.38%
2 Technology 11.86%
3 Consumer Staples 10.89%
4 Financials 10.43%
5 Industrials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.28M 1.13%
20,785
+882
27
$5.14M 1.09%
11,488
+415
28
$5.03M 1.07%
51,105
+7,986
29
$4.46M 0.95%
70,021
-325
30
$4.44M 0.95%
89,641
-3,313
31
$4.22M 0.9%
79,036
32
$4.18M 0.89%
52,325
+155
33
$4.15M 0.88%
45,635
+1,599
34
$4.06M 0.86%
25,888
+300
35
$4M 0.85%
56,240
-400
36
$3.97M 0.85%
43,313
-1,100
37
$3.91M 0.83%
64,010
-2,641
38
$3.88M 0.83%
33,495
-1,354
39
$3.82M 0.81%
54,441
-234
40
$3.78M 0.81%
23,112
+409
41
$3.66M 0.78%
47,567
-720
42
$3.63M 0.77%
139,320
-225
43
$3.57M 0.76%
32,849
-350
44
$3.55M 0.76%
105,223
+2,234
45
$3.53M 0.75%
104,113
-16,384
46
$3.42M 0.73%
42,245
+500
47
$3.41M 0.73%
52,815
-684
48
$3.39M 0.72%
40,988
-1,564
49
$3.37M 0.72%
30,244
+705
50
$3.36M 0.72%
23,829
+1,650
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