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
$469M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$878K
3
+$785K
4
DD icon
DuPont de Nemours
DD
+$769K
5
JPM icon
JPMorgan Chase
JPM
+$765K

Top Sells

1
+$5.5M
2
+$1.11M
3
+$981K
4
SBUX icon
Starbucks
SBUX
+$715K
5
DD
Du Pont De Nemours E I
DD
+$661K

Sector Composition

1 Healthcare 16.38%
2 Technology 11.86%
3 Consumer Staples 10.89%
4 Financials 10.43%
5 Industrials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.86M 0.4%
48,926
+560
77
$1.86M 0.4%
15,561
-210
78
$1.84M 0.39%
15,681
-2,612
79
$1.83M 0.39%
37,758
+3,150
80
$1.79M 0.38%
24,107
+2,659
81
$1.79M 0.38%
39,759
+625
82
$1.63M 0.35%
10,907
+2,290
83
$1.61M 0.34%
17,598
-100
84
$1.6M 0.34%
11,501
+1,249
85
$1.57M 0.34%
32,453
+8,489
86
$1.51M 0.32%
30,165
-1,600
87
$1.47M 0.31%
22,429
-521
88
$1.46M 0.31%
17,918
-6,860
89
$1.45M 0.31%
22,983
+2,399
90
$1.44M 0.31%
37,175
+1,800
91
$1.42M 0.3%
29,910
92
$1.4M 0.3%
14,158
93
$1.39M 0.3%
10,237
94
$1.3M 0.28%
27,768
-150
95
$1.25M 0.27%
10,058
+650
96
$1.25M 0.27%
47,880
-900
97
$1.19M 0.25%
5,976
+1,625
98
$1.17M 0.25%
6,380
-565
99
$1.15M 0.25%
24,572
-66
100
$1.13M 0.24%
7,882
-135
2 3
4
5 6