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
$407M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$999K
3
+$754K
4
OMC icon
Omnicom Group
OMC
+$496K
5
MNST icon
Monster Beverage
MNST
+$401K

Top Sells

1
+$3.13M
2
+$2.13M
3
+$2.06M
4
RTX icon
RTX Corp
RTX
+$1.81M
5
IBM icon
IBM
IBM
+$1.29M

Sector Composition

1 Healthcare 13.44%
2 Energy 11.25%
3 Technology 10.73%
4 Consumer Staples 10.28%
5 Consumer Discretionary 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.94M 0.72%
42,219
-14,588
52
$2.88M 0.71%
33,274
-4,331
53
$2.81M 0.69%
34,552
-2,350
54
$2.76M 0.68%
38,702
-1,642
55
$2.64M 0.65%
94,530
-6,450
56
$2.48M 0.61%
42,552
-58
57
$2.45M 0.6%
37,510
-6,945
58
$2.42M 0.6%
93,326
-12,241
59
$2.39M 0.59%
33,353
-1,775
60
$2.29M 0.56%
26,025
-100
61
$2.25M 0.55%
24,955
-2,600
62
$2.24M 0.55%
21,054
+1,776
63
$2.13M 0.52%
20,629
+702
64
$2.1M 0.51%
28,176
+6,670
65
$2.06M 0.51%
19,748
-2,275
66
$1.99M 0.49%
23,790
-1,770
67
$1.94M 0.48%
44,908
-7,827
68
$1.9M 0.47%
209,297
69
$1.84M 0.45%
25,409
+2,527
70
$1.82M 0.45%
54,947
-9,193
71
$1.74M 0.43%
+236,056
72
$1.69M 0.41%
20,471
-120
73
$1.6M 0.39%
42,910
-4,200
74
$1.52M 0.37%
14,741
-3,375
75
$1.45M 0.36%
49,837
-1,599
1 2
3
4 5