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
$738M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Sector Composition

1 Technology 18.29%
2 Healthcare 15.78%
3 Financials 11.2%
4 Consumer Discretionary 10.11%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$4.06M 0.55%
52,242
-2,533
52
$3.97M 0.54%
46,982
-801
53
$3.89M 0.53%
31,880
+1,020
54
$3.85M 0.52%
177,289
-13,920
55
$3.74M 0.51%
12,989
+67
56
$3.72M 0.5%
9,295
+180
57
$3.72M 0.5%
25,112
+3,885
58
$3.7M 0.5%
34,312
+6,000
59
$3.65M 0.5%
16,888
-2,252
60
$3.58M 0.49%
14,692
-390
61
$3.44M 0.47%
63,536
-687
62
$3.42M 0.46%
54,165
+332
63
$3.35M 0.45%
15,952
-300
64
$3.33M 0.45%
84,937
+14,817
65
$3.3M 0.45%
40,579
+1,292
66
$3.23M 0.44%
43,937
-680
67
$3.23M 0.44%
25,740
-1,440
68
$3.19M 0.43%
56,860
-118
69
$3.05M 0.41%
44,301
-313
70
$2.97M 0.4%
14,979
+2,901
71
$2.93M 0.4%
25,423
-3,850
72
$2.87M 0.39%
17,264
-364
73
$2.82M 0.38%
11,654
+373
74
$2.75M 0.37%
27,861
-1,899
75
$2.74M 0.37%
26,180
+3,880