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
$691M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$2.76M
3
+$2.4M
4
FDX icon
FedEx
FDX
+$1.62M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.29M

Top Sells

1
+$1.36M
2
+$1.27M
3
+$1.08M
4
NVDA icon
NVIDIA
NVDA
+$1.05M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.04M

Sector Composition

1 Technology 20.38%
2 Healthcare 17.78%
3 Financials 10.27%
4 Consumer Discretionary 8.7%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.69M 0.53%
8,055
+512
52
$3.69M 0.53%
21,198
+7,415
53
$3.62M 0.52%
71,492
-7,100
54
$3.57M 0.52%
78,844
-4,410
55
$3.57M 0.52%
11,904
-992
56
$3.53M 0.51%
42,234
-1,251
57
$3.38M 0.49%
101,191
-3,057
58
$3.36M 0.49%
55,869
+8,847
59
$3.32M 0.48%
37,023
-2,836
60
$3.2M 0.46%
17,798
+13,316
61
$3.17M 0.46%
17,689
+10
62
$3.14M 0.45%
18,242
-715
63
$3.1M 0.45%
13,951
+2,670
64
$3.06M 0.44%
82,146
-7,300
65
$2.79M 0.4%
33,170
-4,112
66
$2.76M 0.4%
31,830
+8,960
67
$2.7M 0.39%
36,988
+3,950
68
$2.51M 0.36%
21,434
+3,439
69
$2.51M 0.36%
6,260
-316
70
$2.45M 0.35%
9,228
-790
71
$2.39M 0.35%
44,924
+2,325
72
$2.23M 0.32%
42,645
+320
73
$2.16M 0.31%
28,053
-555
74
$2.15M 0.31%
9,786
+1,745
75
$2.09M 0.3%
18,625
-163
1 2
3
4 5