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
$691M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$2.76M
3
+$2.4M
4
FDX icon
FedEx
FDX
+$1.62M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.29M

Top Sells

1
+$1.36M
2
+$1.27M
3
+$1.08M
4
NVDA icon
NVIDIA
NVDA
+$1.05M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.04M

Sector Composition

1 Technology 20.38%
2 Healthcare 17.78%
3 Financials 10.27%
4 Consumer Discretionary 8.7%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.53M 0.94%
35,223
-819
27
$6.49M 0.94%
35,045
-2,527
28
$6.36M 0.92%
99,496
-9,805
29
$6.14M 0.89%
64,323
+545
30
$5.63M 0.81%
56,857
-4,773
31
$5.25M 0.76%
124,120
-24,820
32
$5.16M 0.75%
42,684
+1,886
33
$5.14M 0.74%
48,164
-1,440
34
$5.14M 0.74%
44,511
-11,827
35
$4.96M 0.72%
25,780
-299
36
$4.91M 0.71%
50,284
+3
37
$4.81M 0.7%
6,961
-121
38
$4.8M 0.69%
23,161
+13,339
39
$4.78M 0.69%
9,767
-537
40
$4.71M 0.68%
91,031
+6,346
41
$4.71M 0.68%
8,744
-1,148
42
$4.57M 0.66%
30,112
-2,707
43
$4.54M 0.66%
95,205
-15,949
44
$4.47M 0.65%
58,059
-3,371
45
$4.2M 0.61%
+166,181
46
$4.06M 0.59%
110,726
-34,488
47
$4.03M 0.58%
54,266
-1,947
48
$3.98M 0.58%
33,227
+572
49
$3.86M 0.56%
8,033
+373
50
$3.7M 0.53%
101,543
-2,073
1
2
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