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
$705M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$2.21M
3
+$2.15M
4
TROW icon
T. Rowe Price
TROW
+$2.07M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.29M

Top Sells

1
+$1.18M
2
+$1.17M
3
+$949K
4
GWW icon
W.W. Grainger
GWW
+$892K
5
EXPD icon
Expeditors International
EXPD
+$890K

Sector Composition

1 Technology 17.27%
2 Healthcare 15.45%
3 Financials 10.82%
4 Consumer Discretionary 10.17%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.81M 0.54%
5,049
-67
52
$3.75M 0.53%
15,082
-1,053
53
$3.73M 0.53%
28,064
-403
54
$3.72M 0.53%
62,550
+1,550
55
$3.65M 0.52%
56,978
+8,259
56
$3.64M 0.52%
12,922
-221
57
$3.55M 0.5%
176,153
+36,178
58
$3.39M 0.48%
9,115
-727
59
$3.39M 0.48%
44,617
+2,793
60
$3.38M 0.48%
64,223
-70
61
$3.33M 0.47%
29,273
+1,286
62
$3.21M 0.45%
240,240
-5,800
63
$3.18M 0.45%
30,860
+600
64
$3.1M 0.44%
39,287
+1,848
65
$3.05M 0.43%
28,312
+3,235
66
$3.01M 0.43%
53,833
+2,808
67
$2.98M 0.42%
16,252
-650
68
$2.94M 0.42%
21,227
+8,909
69
$2.88M 0.41%
44,614
+951
70
$2.87M 0.41%
29,760
-4,533
71
$2.84M 0.4%
17,628
+2,178
72
$2.81M 0.4%
27,180
+60
73
$2.79M 0.4%
54,609
-2,667
74
$2.69M 0.38%
19,324
+1,089
75
$2.57M 0.36%
13,918
-90
1 2
3
4 5