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
$485M
AUM Growth
+$8.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.05M
3
+$1.61M
4
ZTS icon
Zoetis
ZTS
+$1.57M
5
MPC icon
Marathon Petroleum
MPC
+$1.27M

Top Sells

1
+$2.83M
2
+$2.33M
3
+$1.39M
4
PM icon
Philip Morris
PM
+$1.32M
5
SBUX icon
Starbucks
SBUX
+$1.3M

Sector Composition

1 Healthcare 15.6%
2 Technology 14.12%
3 Financials 12.15%
4 Industrials 9.57%
5 Consumer Discretionary 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.93M 1.02%
25,085
+1,466
27
$4.73M 0.98%
34,682
+5,269
28
$4.64M 0.96%
48,549
-2,021
29
$4.43M 0.92%
54,911
-16,391
30
$4.29M 0.88%
38,163
-350
31
$4.27M 0.88%
41,860
-3,832
32
$4.26M 0.88%
149,253
+1,800
33
$4.24M 0.87%
40,356
-9,225
34
$4.06M 0.84%
80,691
+1,538
35
$4.04M 0.83%
47,635
-180
36
$3.97M 0.82%
25,361
+155
37
$3.89M 0.8%
19,100
-809
38
$3.88M 0.8%
99,705
+12,955
39
$3.85M 0.79%
15,790
+2,034
40
$3.79M 0.78%
22,103
-2,373
41
$3.78M 0.78%
77,406
-26,639
42
$3.73M 0.77%
18,261
+10
43
$3.61M 0.75%
52,157
-1,494
44
$3.55M 0.73%
41,589
+1,869
45
$3.49M 0.72%
97,618
-1,950
46
$3.45M 0.71%
100,200
-9,808
47
$3.38M 0.7%
42,944
+2,138
48
$3.33M 0.69%
39,936
+28,749
49
$3.33M 0.69%
42,690
+397
50
$3.27M 0.67%
59,072
-21,484
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