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
$452M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.04M
3
+$1.66M
4
DXC icon
DXC Technology
DXC
+$1.42M
5
SPGI icon
S&P Global
SPGI
+$1.41M

Top Sells

1
+$1.97M
2
+$1.53M
3
+$1.21M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.09M
5
PBCT
People's United Financial Inc
PBCT
+$1.05M

Sector Composition

1 Healthcare 16.09%
2 Consumer Staples 12.96%
3 Technology 10.91%
4 Financials 9.95%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.97M 0.44%
62,886
+8,121
77
$1.84M 0.41%
15,771
+7,647
78
$1.82M 0.4%
103,322
-59,441
79
$1.75M 0.39%
39,134
+7,600
80
$1.63M 0.36%
48,366
-300
81
$1.57M 0.35%
17,698
-5,715
82
$1.54M 0.34%
22,950
-773
83
$1.51M 0.33%
10,252
-340
84
$1.5M 0.33%
14,158
85
$1.5M 0.33%
22,213
+16,244
86
$1.46M 0.32%
27,918
-2,881
87
$1.42M 0.32%
+21,448
88
$1.42M 0.31%
16,349
+634
89
$1.4M 0.31%
31,765
-700
90
$1.39M 0.31%
35,375
-925
91
$1.38M 0.31%
34,608
+25,286
92
$1.37M 0.3%
29,910
-300
93
$1.32M 0.29%
48,780
+739
94
$1.31M 0.29%
+10,237
95
$1.24M 0.28%
23,964
+2,315
96
$1.23M 0.27%
20,584
97
$1.22M 0.27%
+8,617
98
$1.18M 0.26%
6,945
99
$1.09M 0.24%
24,638
-606
100
$1.08M 0.24%
8,017
2 3
4
5 6