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
$815M
AUM Growth
-$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.43M
3
+$1.22M
4
MSI icon
Motorola Solutions
MSI
+$1.01M
5
JBL icon
Jabil
JBL
+$975K

Top Sells

1
+$2.77M
2
+$2.44M
3
+$1.9M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
DOW icon
Dow Inc
DOW
+$1.02M

Sector Composition

1 Technology 22.45%
2 Healthcare 15.1%
3 Financials 11.38%
4 Consumer Discretionary 8.27%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.82M 0.96%
41,079
-581
27
$7.69M 0.94%
7,498
-68
28
$7.62M 0.93%
8,315
-200
29
$7.35M 0.9%
64,535
-765
30
$7.05M 0.86%
24,310
-1,437
31
$7.05M 0.86%
50,257
-3,044
32
$7M 0.86%
54,248
+688
33
$6.64M 0.82%
45,876
-5,204
34
$6.39M 0.78%
125,735
-8,902
35
$6.07M 0.75%
61,678
-19,264
36
$5.95M 0.73%
88,710
-1,974
37
$5.88M 0.72%
118,702
+16,782
38
$5.59M 0.69%
46,417
-6,852
39
$5.5M 0.68%
22,298
-1,791
40
$5.36M 0.66%
90,545
-2,584
41
$5.23M 0.64%
26,495
+7,236
42
$5.13M 0.63%
59,858
+1,512
43
$4.93M 0.6%
9,740
-241
44
$4.73M 0.58%
40,857
+2,461
45
$4.65M 0.57%
46,780
+897
46
$4.57M 0.56%
20,356
+87
47
$4.54M 0.56%
49,111
-1,173
48
$4.31M 0.53%
6,859
-282
49
$4.28M 0.53%
25,530
-1,479
50
$4.17M 0.51%
18,959
-416
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2
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