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
$890M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.47M
3
+$1.04M
4
META icon
Meta Platforms (Facebook)
META
+$1.04M
5
INCY icon
Incyte
INCY
+$971K

Top Sells

1
+$1.3M
2
+$1.26M
3
+$1.25M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1,000K
5
SBUX icon
Starbucks
SBUX
+$890K

Sector Composition

1 Technology 20.48%
2 Healthcare 16.44%
3 Financials 10.2%
4 Consumer Discretionary 8.09%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.34M 0.49%
181,078
-9,172
52
$4.28M 0.48%
19,375
+3,419
53
$4.22M 0.47%
50,284
-635
54
$4.01M 0.45%
86,298
-10,418
55
$3.91M 0.44%
54,364
-104
56
$3.88M 0.44%
8,128
-51
57
$3.87M 0.44%
74,876
-24,205
58
$3.84M 0.43%
45,443
+773
59
$3.79M 0.43%
22,312
+313
60
$3.72M 0.42%
72,838
+337
61
$3.67M 0.41%
34,625
+411
62
$3.56M 0.4%
6,215
+1,819
63
$3.52M 0.4%
10,629
+697
64
$3.51M 0.39%
121,314
+3,196
65
$3.51M 0.39%
36,463
+1,329
66
$3.35M 0.38%
16,240
-4
67
$3.34M 0.38%
19,259
+300
68
$3.21M 0.36%
31,244
-96
69
$3.13M 0.35%
23,171
+418
70
$3.11M 0.35%
15,908
-695
71
$2.99M 0.34%
36,600
+1,320
72
$2.96M 0.33%
25,635
-6,620
73
$2.89M 0.32%
5,586
-132
74
$2.8M 0.31%
7,325
-269
75
$2.77M 0.31%
118,118
+20,945
1 2
3
4 5