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
$406M
AUM Growth
-$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$356K
3
+$320K
4
EBAY icon
eBay
EBAY
+$310K
5
BCR
CR Bard Inc.
BCR
+$310K

Top Sells

1
+$1.88M
2
+$1.2M
3
+$933K
4
BLK icon
Blackrock
BLK
+$858K
5
NOV icon
NOV
NOV
+$534K

Sector Composition

1 Healthcare 16.34%
2 Consumer Staples 11.15%
3 Consumer Discretionary 11.01%
4 Technology 9.39%
5 Financials 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.81M 0.69%
25,637
+2,100
52
$2.78M 0.69%
49,658
53
$2.45M 0.6%
33,667
-1,200
54
$2.43M 0.6%
20,564
-751
55
$2.4M 0.59%
20,227
-1,196
56
$2.28M 0.56%
28,845
-900
57
$2.22M 0.55%
32,177
-575
58
$2.21M 0.54%
22,457
+1,033
59
$2.17M 0.54%
24,124
-219
60
$2.14M 0.53%
18,210
-1,000
61
$2.01M 0.5%
27,869
-269
62
$1.99M 0.49%
44,351
+1,225
63
$1.98M 0.49%
19,460
64
$1.91M 0.47%
76,750
-5,950
65
$1.87M 0.46%
13,499
+471
66
$1.84M 0.45%
18,022
+115
67
$1.84M 0.45%
60,989
-1,400
68
$1.79M 0.44%
35,310
+1,450
69
$1.65M 0.41%
15,118
+2,207
70
$1.58M 0.39%
14,489
+46
71
$1.52M 0.37%
26,843
+1,849
72
$1.5M 0.37%
33,904
-9,692
73
$1.49M 0.37%
27,998
-206
74
$1.4M 0.35%
15,078
75
$1.27M 0.31%
20,906
+135
1 2
3
4 5