CCG

Cypress Capital Group Portfolio holdings

AUM $836M
1-Year Est. Return 20.24%
This Quarter Est. Return
1 Year Est. Return
+20.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$408M
AUM Growth
-$6.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.5M
3
+$1.36M
4
LUV icon
Southwest Airlines
LUV
+$1.25M
5
LOW icon
Lowe's Companies
LOW
+$1.2M

Top Sells

1
+$2.43M
2
+$2.12M
3
+$1.74M
4
MCO icon
Moody's
MCO
+$1.32M
5
BLK icon
Blackrock
BLK
+$1.16M

Sector Composition

1 Healthcare 15.15%
2 Consumer Staples 13.39%
3 Consumer Discretionary 11.65%
4 Technology 8.61%
5 Financials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.28M 0.31%
21,629
-752
77
$1.16M 0.28%
21,376
-4,571
78
$1.16M 0.28%
40,710
-7,780
79
$1.15M 0.28%
+24,378
80
$1.14M 0.28%
16,614
+4,693
81
$1.14M 0.28%
31,900
-9,764
82
$1.12M 0.27%
24,121
-5,816
83
$1.11M 0.27%
+69,566
84
$1.06M 0.26%
8,430
+344
85
$1.05M 0.26%
14,782
-34,084
86
$1.03M 0.25%
35,565
+2,750
87
$1M 0.25%
7,085
-5
88
$982K 0.24%
11,794
+4,344
89
$933K 0.23%
4,539
-75
90
$913K 0.22%
9,621
+39
91
$896K 0.22%
7,861
-1,700
92
$885K 0.22%
9,168
-13,689
93
$877K 0.21%
7,948
+235
94
$862K 0.21%
15,608
-18,233
95
$805K 0.2%
8,540
-1,637
96
$802K 0.2%
7,605
+196
97
$769K 0.19%
25,964
-352
98
$765K 0.19%
13,399
-1,515
99
$761K 0.19%
5,073
+73
100
$738K 0.18%
11,065
-2,136
2 3
4
5 6