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
$815M
AUM Growth
-$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.43M
3
+$1.22M
4
MSI icon
Motorola Solutions
MSI
+$1.01M
5
JBL icon
Jabil
JBL
+$975K

Top Sells

1
+$2.77M
2
+$2.44M
3
+$1.9M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
DOW icon
Dow Inc
DOW
+$1.02M

Sector Composition

1 Technology 22.45%
2 Healthcare 15.1%
3 Financials 11.38%
4 Consumer Discretionary 8.27%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.08M 0.5%
9,181
-1,331
52
$3.94M 0.48%
25,888
-4,806
53
$3.93M 0.48%
69,526
-5,350
54
$3.88M 0.48%
34,808
-1,655
55
$3.75M 0.46%
6,406
+191
56
$3.56M 0.44%
13,647
+128
57
$3.41M 0.42%
65,216
-7,622
58
$3.35M 0.41%
10,096
-533
59
$3.3M 0.4%
52,934
-1,430
60
$3.21M 0.39%
7,666
-462
61
$2.97M 0.36%
67,465
-18,833
62
$2.94M 0.36%
19,114
-3,198
63
$2.92M 0.36%
40,686
-4,757
64
$2.78M 0.34%
30,161
-1,083
65
$2.78M 0.34%
14,832
-1,408
66
$2.76M 0.34%
104,097
-17,217
67
$2.7M 0.33%
29,647
+3,307
68
$2.68M 0.33%
6,664
+1,980
69
$2.59M 0.32%
17,128
-547
70
$2.5M 0.31%
2,807
+385
71
$2.49M 0.31%
20,317
-2,854
72
$2.42M 0.3%
4,857
-729
73
$2.36M 0.29%
14,458
-1,450
74
$2.35M 0.29%
8,012
-627
75
$2.23M 0.27%
7,933
-873
1 2
3
4 5