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
$469M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$878K
3
+$785K
4
DD icon
DuPont de Nemours
DD
+$769K
5
JPM icon
JPMorgan Chase
JPM
+$765K

Top Sells

1
+$5.5M
2
+$1.11M
3
+$981K
4
SBUX icon
Starbucks
SBUX
+$715K
5
DD
Du Pont De Nemours E I
DD
+$661K

Sector Composition

1 Healthcare 16.38%
2 Technology 11.86%
3 Consumer Staples 10.89%
4 Financials 10.43%
5 Industrials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.29M 0.7%
22,601
+341
52
$3.24M 0.69%
29,684
-10,181
53
$3.2M 0.68%
43,986
-45
54
$3.2M 0.68%
20,465
+2,015
55
$3.17M 0.68%
18,054
-36
56
$2.97M 0.63%
41,849
+12,360
57
$2.9M 0.62%
53,722
+10,170
58
$2.88M 0.61%
80,420
-9,470
59
$2.76M 0.59%
21,335
+2,731
60
$2.75M 0.59%
29,439
+13,090
61
$2.72M 0.58%
14,593
+1,114
62
$2.69M 0.57%
36,823
-80
63
$2.56M 0.55%
18,007
+756
64
$2.48M 0.53%
23,196
-1,350
65
$2.44M 0.52%
9,702
-100
66
$2.38M 0.51%
20,285
-394
67
$2.31M 0.49%
68,570
+5,684
68
$2.29M 0.49%
40,887
+275
69
$2.26M 0.48%
32,368
+150
70
$2.24M 0.48%
14,804
71
$2.19M 0.47%
23,364
-903
72
$2.01M 0.43%
35,421
73
$1.99M 0.42%
36,041
74
$1.92M 0.41%
13,360
75
$1.89M 0.4%
24,611
+2,398
1 2
3
4 5