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
$600M
AUM Growth
-$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.19M
3
+$1.09M
4
CVX icon
Chevron
CVX
+$1.07M
5
DUK icon
Duke Energy
DUK
+$1.05M

Top Sells

1
+$2.91M
2
+$2.15M
3
+$1.7M
4
NVDA icon
NVIDIA
NVDA
+$1.16M
5
QCOM icon
Qualcomm
QCOM
+$1.03M

Sector Composition

1 Healthcare 20.07%
2 Technology 16.61%
3 Financials 10.31%
4 Consumer Discretionary 9.02%
5 Consumer Staples 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.07M 1.01%
140,460
+2,640
27
$6.07M 1.01%
138,735
+18,256
28
$5.9M 0.98%
22,076
-198
29
$5.87M 0.98%
35,976
+325
30
$5.63M 0.94%
115,527
-59,692
31
$5.63M 0.94%
68,732
-2,973
32
$5.32M 0.89%
63,116
-320
33
$5.29M 0.88%
11,192
-1,381
34
$5.13M 0.85%
40,591
+267
35
$5.12M 0.85%
59,445
+1,047
36
$4.99M 0.83%
36,852
+25
37
$4.92M 0.82%
12,716
-190
38
$4.61M 0.77%
52,820
+1,413
39
$4.55M 0.76%
58,060
+15,148
40
$4.55M 0.76%
73,775
+982
41
$4.51M 0.75%
54,311
+10,388
42
$3.95M 0.66%
42,440
+11,288
43
$3.9M 0.65%
102,623
+2,268
44
$3.86M 0.64%
40,098
-282
45
$3.83M 0.64%
229,183
-34,615
46
$3.7M 0.62%
40,048
+1,186
47
$3.69M 0.62%
42,720
+88
48
$3.65M 0.61%
45,271
+31,165
49
$3.65M 0.61%
90,430
+9,660
50
$3.63M 0.61%
7,197
+350
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2
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