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
$600M
AUM Growth
-$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.19M
3
+$1.09M
4
CVX icon
Chevron
CVX
+$1.07M
5
DUK icon
Duke Energy
DUK
+$1.05M

Top Sells

1
+$2.91M
2
+$2.15M
3
+$1.7M
4
NVDA icon
NVIDIA
NVDA
+$1.16M
5
QCOM icon
Qualcomm
QCOM
+$1.03M

Sector Composition

1 Healthcare 20.07%
2 Technology 16.61%
3 Financials 10.31%
4 Consumer Discretionary 9.02%
5 Consumer Staples 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.42M 0.57%
6,210
+1,240
52
$3.39M 0.57%
9,494
-232
53
$3.33M 0.56%
105,633
-1,900
54
$3.21M 0.54%
21,666
-3,600
55
$3.12M 0.52%
11,323
-1,543
56
$3.11M 0.52%
77,745
+15,489
57
$3M 0.5%
31,403
-3,937
58
$2.99M 0.5%
13,253
+360
59
$2.95M 0.49%
52,717
-439
60
$2.91M 0.49%
12,512
-1,184
61
$2.83M 0.47%
19,083
-1,823
62
$2.71M 0.45%
11,996
-555
63
$2.61M 0.44%
37,821
+465
64
$2.52M 0.42%
35,882
-449
65
$2.49M 0.41%
8,150
-1,829
66
$2.34M 0.39%
22,872
+169
67
$2.33M 0.39%
28,989
-234
68
$2.33M 0.39%
16,170
-1,645
69
$2.26M 0.38%
22,061
-16,557
70
$2.24M 0.37%
23,505
+1,978
71
$2.17M 0.36%
13,422
+107
72
$2.16M 0.36%
10,549
-2,381
73
$2.13M 0.36%
17,931
+45
74
$2.13M 0.35%
11,864
+2,903
75
$2.08M 0.35%
6,130
-70
1 2
3
4 5