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
$408M
AUM Growth
-$6.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.5M
3
+$1.36M
4
LUV icon
Southwest Airlines
LUV
+$1.25M
5
LOW icon
Lowe's Companies
LOW
+$1.2M

Top Sells

1
+$2.43M
2
+$2.12M
3
+$1.74M
4
MCO icon
Moody's
MCO
+$1.32M
5
BLK icon
Blackrock
BLK
+$1.16M

Sector Composition

1 Healthcare 15.15%
2 Consumer Staples 13.39%
3 Consumer Discretionary 11.65%
4 Technology 8.61%
5 Financials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.8M 0.69%
44,492
-3,917
52
$2.8M 0.69%
26,735
-3,500
53
$2.59M 0.63%
7,610
-3,419
54
$2.58M 0.63%
18,510
+95
55
$2.4M 0.59%
29,392
-850
56
$2.4M 0.59%
17,974
-482
57
$2.36M 0.58%
26,299
+6,366
58
$2.15M 0.53%
22,766
-1,350
59
$2.08M 0.51%
19,090
-370
60
$1.96M 0.48%
18,210
61
$1.94M 0.48%
59,946
-1,735
62
$1.93M 0.47%
17,172
+2,241
63
$1.88M 0.46%
23,455
-3,283
64
$1.84M 0.45%
41,955
+5,775
65
$1.82M 0.45%
19,750
+14,788
66
$1.75M 0.43%
39,056
+27,938
67
$1.73M 0.42%
18,160
-5,184
68
$1.72M 0.42%
23,263
-7,049
69
$1.7M 0.42%
11,760
-865
70
$1.57M 0.39%
31,122
+6,366
71
$1.55M 0.38%
62,950
-3,200
72
$1.53M 0.37%
37,975
-23,616
73
$1.53M 0.37%
15,375
-2,677
74
$1.49M 0.37%
14,928
-150
75
$1.44M 0.35%
34,320
+2,410
1 2
3
4 5