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
$452M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.04M
3
+$1.66M
4
DXC icon
DXC Technology
DXC
+$1.42M
5
SPGI icon
S&P Global
SPGI
+$1.41M

Top Sells

1
+$1.97M
2
+$1.53M
3
+$1.21M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.09M
5
PBCT
People's United Financial Inc
PBCT
+$1.05M

Sector Composition

1 Healthcare 16.09%
2 Consumer Staples 12.96%
3 Technology 10.91%
4 Financials 9.95%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.15M 0.7%
18,090
-136
52
$3.13M 0.69%
89,890
+12,210
53
$3.09M 0.68%
53,499
-26,528
54
$3.06M 0.68%
22,260
-125
55
$2.96M 0.65%
41,745
+25
56
$2.84M 0.63%
36,903
-79
57
$2.69M 0.6%
22,179
-221
58
$2.69M 0.6%
18,450
+9,636
59
$2.62M 0.58%
24,546
-193
60
$2.52M 0.56%
40,612
+1,011
61
$2.37M 0.52%
9,802
+20
62
$2.36M 0.52%
18,293
+373
63
$2.32M 0.51%
13,479
+2,797
64
$2.32M 0.51%
18,604
-6,736
65
$2.29M 0.51%
17,251
+12,497
66
$2.24M 0.5%
24,267
-1,560
67
$2.18M 0.48%
+43,552
68
$2.16M 0.48%
20,679
-4,825
69
$2.12M 0.47%
32,218
+7,828
70
$2.12M 0.47%
14,804
+192
71
$2.04M 0.45%
+29,489
72
$2.01M 0.44%
35,421
-10,496
73
$2M 0.44%
36,041
+13,800
74
$1.99M 0.44%
24,778
-8,949
75
$1.99M 0.44%
13,360
-2,350
1 2
3
4 5