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
$419M
AUM Growth
-$8.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.3M
3
+$821K
4
NOV icon
NOV
NOV
+$738K
5
MCK icon
McKesson
MCK
+$727K

Top Sells

1
+$4.11M
2
+$2.1M
3
+$1.08M
4
NVDA icon
NVIDIA
NVDA
+$899K
5
XOM icon
Exxon Mobil
XOM
+$873K

Sector Composition

1 Healthcare 15.43%
2 Consumer Staples 13.74%
3 Consumer Discretionary 10.09%
4 Technology 8.63%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.74M 0.65%
21,295
+123
52
$2.72M 0.65%
42,574
-1,457
53
$2.51M 0.6%
29,282
-345
54
$2.37M 0.57%
17,034
-44
55
$2.32M 0.55%
146,521
+11,495
56
$2.29M 0.55%
6,307
-878
57
$2.29M 0.55%
19,793
+355
58
$2.26M 0.54%
19,015
-75
59
$2.26M 0.54%
22,165
-352
60
$2.17M 0.52%
25,705
-750
61
$2.13M 0.51%
24,206
-5,706
62
$2.09M 0.5%
38,152
-19,785
63
$2.07M 0.49%
45,610
-2,880
64
$2M 0.48%
17,927
-755
65
$1.93M 0.46%
29,025
+6,531
66
$1.85M 0.44%
48,966
-9,589
67
$1.84M 0.44%
15,810
-100
68
$1.84M 0.44%
23,418
+83
69
$1.77M 0.42%
45,557
+1,314
70
$1.75M 0.42%
11,528
+340
71
$1.68M 0.4%
16,343
-2,007
72
$1.55M 0.37%
34,946
-92,882
73
$1.53M 0.37%
14,728
-200
74
$1.51M 0.36%
54,641
-7,750
75
$1.5M 0.36%
34,515
-1,400
1 2
3
4 5