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
$481M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$687K
3
+$659K
4
MPC icon
Marathon Petroleum
MPC
+$527K
5
FCX icon
Freeport-McMoran
FCX
+$421K

Top Sells

1
+$1.01M
2
+$918K
3
+$830K
4
AAPL icon
Apple
AAPL
+$689K
5
AVY icon
Avery Dennison
AVY
+$681K

Sector Composition

1 Healthcare 15.85%
2 Technology 12.27%
3 Financials 10.68%
4 Consumer Staples 10.62%
5 Industrials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.19M 1.08%
45,175
-5,930
27
$5.12M 1.07%
17,374
-3,411
28
$4.83M 1%
51,950
-375
29
$4.73M 0.98%
143,574
+4,254
30
$4.54M 0.95%
74,146
+4,125
31
$4.38M 0.91%
41,964
+2,462
32
$4.31M 0.9%
75,542
-3,494
33
$4.25M 0.88%
24,686
-1,202
34
$4.21M 0.88%
79,606
-10,035
35
$4.1M 0.85%
55,776
+1,335
36
$4.08M 0.85%
21,545
-1,567
37
$3.95M 0.82%
55,740
-500
38
$3.94M 0.82%
38,963
-4,350
39
$3.9M 0.81%
42,489
-3,146
40
$3.9M 0.81%
48,615
-4,200
41
$3.84M 0.8%
47,367
-200
42
$3.81M 0.79%
101,206
-4,017
43
$3.69M 0.77%
40,149
-839
44
$3.67M 0.76%
106,920
+2,807
45
$3.55M 0.74%
18,054
46
$3.55M 0.74%
23,425
-404
47
$3.54M 0.74%
38,527
+13,916
48
$3.5M 0.73%
29,214
-1,030
49
$3.45M 0.72%
29,569
-3,280
50
$3.43M 0.71%
22,026
-575
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