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
$485M
AUM Growth
+$8.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.05M
3
+$1.61M
4
ZTS icon
Zoetis
ZTS
+$1.57M
5
MPC icon
Marathon Petroleum
MPC
+$1.27M

Top Sells

1
+$2.83M
2
+$2.33M
3
+$1.39M
4
PM icon
Philip Morris
PM
+$1.32M
5
SBUX icon
Starbucks
SBUX
+$1.3M

Sector Composition

1 Healthcare 15.6%
2 Technology 14.12%
3 Financials 12.15%
4 Industrials 9.57%
5 Consumer Discretionary 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.22M 0.66%
47,254
-1,923
52
$3.21M 0.66%
17,388
+2,466
53
$3.09M 0.64%
28,380
-721
54
$2.96M 0.61%
18,019
-55
55
$2.9M 0.6%
49,975
+5,819
56
$2.89M 0.6%
40,819
-2,980
57
$2.87M 0.59%
55,990
+5,125
58
$2.8M 0.58%
10,315
-328
59
$2.79M 0.58%
40,366
-6,809
60
$2.73M 0.56%
40,781
+4,274
61
$2.72M 0.56%
21,540
+1,381
62
$2.66M 0.55%
33,447
-1,750
63
$2.59M 0.53%
16,765
+3,430
64
$2.52M 0.52%
25,758
+1,548
65
$2.49M 0.51%
57,957
-1,320
66
$2.45M 0.51%
34,462
-11,670
67
$2.43M 0.5%
37,505
-540
68
$2.39M 0.49%
17,016
+697
69
$2.31M 0.48%
52,775
+6,352
70
$2.3M 0.48%
22,111
-1,070
71
$2.26M 0.47%
14,507
-86
72
$2.22M 0.46%
10,137
+774
73
$2.21M 0.46%
44,442
-4,825
74
$2.11M 0.44%
26,142
-348
75
$2.08M 0.43%
29,930
+40
1 2
3
4 5