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
$890M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.47M
3
+$1.04M
4
META icon
Meta Platforms (Facebook)
META
+$1.04M
5
INCY icon
Incyte
INCY
+$971K

Top Sells

1
+$1.3M
2
+$1.26M
3
+$1.25M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1,000K
5
SBUX icon
Starbucks
SBUX
+$890K

Sector Composition

1 Technology 20.48%
2 Healthcare 16.44%
3 Financials 10.2%
4 Consumer Discretionary 8.09%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.84M 0.88%
25,747
-692
27
$7.58M 0.85%
134,637
-1,167
28
$7.55M 0.85%
8,515
+129
29
$7.54M 0.85%
34,190
+373
30
$7.52M 0.85%
51,080
-4,035
31
$7.32M 0.82%
53,560
+1,979
32
$7.18M 0.81%
7,566
+150
33
$7.15M 0.8%
53,301
-841
34
$6.97M 0.78%
41,660
-1,434
35
$6.6M 0.74%
39,824
+1,486
36
$6.52M 0.73%
24,089
-786
37
$6.49M 0.73%
90,684
+1,429
38
$6.47M 0.73%
53,269
+391
39
$5.84M 0.66%
9,981
-296
40
$5.44M 0.61%
10,512
-194
41
$5.22M 0.59%
30,694
-857
42
$5.21M 0.59%
45,883
+1,292
43
$5.12M 0.58%
58,346
+1,983
44
$5.07M 0.57%
101,920
+5,474
45
$4.96M 0.56%
93,129
+1,088
46
$4.68M 0.53%
27,009
+988
47
$4.65M 0.52%
38,396
+489
48
$4.56M 0.51%
20,269
-1,495
49
$4.43M 0.5%
7,141
-242
50
$4.36M 0.49%
13,519
+136
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2
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