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
$481M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$687K
3
+$659K
4
MPC icon
Marathon Petroleum
MPC
+$527K
5
FCX icon
Freeport-McMoran
FCX
+$421K

Top Sells

1
+$1.01M
2
+$918K
3
+$830K
4
AAPL icon
Apple
AAPL
+$689K
5
AVY icon
Avery Dennison
AVY
+$681K

Sector Composition

1 Healthcare 15.85%
2 Technology 12.27%
3 Financials 10.68%
4 Consumer Staples 10.62%
5 Industrials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.88M 0.39%
10,698
-209
77
$1.83M 0.38%
28,986
-6,435
78
$1.79M 0.37%
13,098
-2,463
79
$1.73M 0.36%
14,370
-1,311
80
$1.68M 0.35%
11,459
-42
81
$1.67M 0.35%
20,379
-3,728
82
$1.66M 0.35%
30,287
+122
83
$1.59M 0.33%
22,886
-97
84
$1.56M 0.32%
16,488
-1,110
85
$1.54M 0.32%
10,475
+238
86
$1.53M 0.32%
14,210
+52
87
$1.52M 0.32%
30,048
-7,710
88
$1.49M 0.31%
39,100
+1,925
89
$1.46M 0.3%
12,200
-1,160
90
$1.44M 0.3%
29,910
91
$1.35M 0.28%
8,548
-1,510
92
$1.32M 0.27%
21,921
-508
93
$1.29M 0.27%
5,631
-345
94
$1.28M 0.27%
17,648
-270
95
$1.26M 0.26%
6,380
96
$1.26M 0.26%
22,273
-2,299
97
$1.21M 0.25%
8,813
+2,561
98
$1.19M 0.25%
7,813
-69
99
$1.19M 0.25%
20,280
-400
100
$1.16M 0.24%
10,508
+1,456
2 3
4
5 6