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
$663M
AUM Growth
+$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.49M
3
+$1.44M
4
PSX icon
Phillips 66
PSX
+$1.17M
5
EXPD icon
Expeditors International
EXPD
+$938K

Top Sells

1
+$2.34M
2
+$1.57M
3
+$1.46M
4
PG icon
Procter & Gamble
PG
+$1.33M
5
LLY icon
Eli Lilly
LLY
+$1.15M

Sector Composition

1 Healthcare 20.8%
2 Technology 15.59%
3 Financials 10.5%
4 Consumer Discretionary 8.87%
5 Industrials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.82M 0.58%
96,905
-5,718
52
$3.7M 0.56%
11,001
-322
53
$3.69M 0.56%
9,658
+164
54
$3.66M 0.55%
105,720
+87
55
$3.63M 0.55%
40,873
+775
56
$3.52M 0.53%
13,402
+149
57
$3.05M 0.46%
47,888
-4,829
58
$2.96M 0.45%
176,141
-53,042
59
$2.95M 0.45%
12,368
+372
60
$2.94M 0.44%
33,358
+1,955
61
$2.92M 0.44%
19,585
+502
62
$2.81M 0.42%
30,304
+1,315
63
$2.81M 0.42%
19,195
-2,471
64
$2.8M 0.42%
23,762
+890
65
$2.77M 0.42%
104,884
+54,415
66
$2.72M 0.41%
34,461
-1,421
67
$2.56M 0.39%
18,179
+248
68
$2.46M 0.37%
10,374
-175
69
$2.43M 0.37%
7,265
-885
70
$2.4M 0.36%
13,815
+393
71
$2.36M 0.36%
6,286
+156
72
$2.26M 0.34%
19,498
-413
73
$2.16M 0.33%
31,984
+150
74
$2.07M 0.31%
27,673
+1,696
75
$2.07M 0.31%
17,181
+1,753
1 2
3
4 5