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
$705M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$2.21M
3
+$2.15M
4
TROW icon
T. Rowe Price
TROW
+$2.07M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.29M

Top Sells

1
+$1.18M
2
+$1.17M
3
+$949K
4
GWW icon
W.W. Grainger
GWW
+$892K
5
EXPD icon
Expeditors International
EXPD
+$890K

Sector Composition

1 Technology 17.27%
2 Healthcare 15.45%
3 Financials 10.82%
4 Consumer Discretionary 10.17%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.39M 1.05%
47,760
+700
27
$7.31M 1.04%
32,627
-781
28
$7.24M 1.03%
73,854
-2,708
29
$7.01M 0.99%
130,541
+3,870
30
$6.99M 0.99%
33,000
-445
31
$6.21M 0.88%
98,433
-13,289
32
$6.12M 0.87%
105,220
-2,885
33
$5.92M 0.84%
41,846
+1,955
34
$5.88M 0.83%
15,352
-3,081
35
$5.8M 0.82%
14,573
+164
36
$5.07M 0.72%
14,375
-424
37
$4.89M 0.69%
36,096
-4,149
38
$4.87M 0.69%
13,803
-237
39
$4.76M 0.67%
39,659
-934
40
$4.73M 0.67%
40,084
+903
41
$4.61M 0.65%
29,261
+403
42
$4.37M 0.62%
191,209
-7,316
43
$4.37M 0.62%
11,022
-87
44
$4.31M 0.61%
17,532
-1,587
45
$4.07M 0.58%
79,425
+24,098
46
$4.06M 0.58%
52,531
+108
47
$4.05M 0.57%
47,783
-547
48
$4.04M 0.57%
45,558
-900
49
$4.03M 0.57%
54,775
+1,146
50
$3.88M 0.55%
19,140
-1,420
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