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
$507M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.52M
3
+$1.02M
4
COST icon
Costco
COST
+$798K
5
JNJ icon
Johnson & Johnson
JNJ
+$717K

Top Sells

1
+$1.41M
2
+$1.09M
3
+$958K
4
AVY icon
Avery Dennison
AVY
+$736K
5
MO icon
Altria Group
MO
+$668K

Sector Composition

1 Healthcare 15.58%
2 Technology 15.16%
3 Financials 12.25%
4 Consumer Discretionary 11.07%
5 Industrials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.33M 0.66%
39,011
+888
52
$3.33M 0.66%
35,976
+2,826
53
$3.13M 0.62%
46,303
+1,717
54
$3.07M 0.61%
13,482
+162
55
$2.94M 0.58%
33,373
+6,229
56
$2.93M 0.58%
9,985
-252
57
$2.91M 0.57%
12,863
-503
58
$2.9M 0.57%
10,979
+3,020
59
$2.89M 0.57%
33,778
+2,825
60
$2.74M 0.54%
60,337
+3,269
61
$2.7M 0.53%
23,375
-6,359
62
$2.7M 0.53%
52,941
+4,098
63
$2.46M 0.49%
34,314
-3,000
64
$2.42M 0.48%
21,344
+3,195
65
$2.4M 0.47%
15,693
+699
66
$2.39M 0.47%
16,465
-11
67
$2.37M 0.47%
23,823
-385
68
$2.36M 0.47%
14,298
+2,813
69
$2.33M 0.46%
59,940
-7,790
70
$2.3M 0.45%
16,461
-2,881
71
$2.11M 0.42%
11,473
-510
72
$2.07M 0.41%
43,256
-1,090
73
$2.02M 0.4%
4,299
-15
74
$1.98M 0.39%
30,925
-5,375
75
$1.93M 0.38%
31,592
+3,413
1 2
3
4 5