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
$485M
AUM Growth
+$8.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.05M
3
+$1.61M
4
ZTS icon
Zoetis
ZTS
+$1.57M
5
MPC icon
Marathon Petroleum
MPC
+$1.27M

Top Sells

1
+$2.83M
2
+$2.33M
3
+$1.39M
4
PM icon
Philip Morris
PM
+$1.32M
5
SBUX icon
Starbucks
SBUX
+$1.3M

Sector Composition

1 Healthcare 15.6%
2 Technology 14.12%
3 Financials 12.15%
4 Industrials 9.57%
5 Consumer Discretionary 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.96M 0.4%
27,957
+18,124
77
$1.93M 0.4%
22,720
+800
78
$1.91M 0.39%
18,188
+1,533
79
$1.9M 0.39%
13,953
+384
80
$1.89M 0.39%
18,238
-10,731
81
$1.84M 0.38%
33,121
-375
82
$1.74M 0.36%
25,219
+1,618
83
$1.61M 0.33%
+21,260
84
$1.57M 0.32%
+18,477
85
$1.55M 0.32%
11,605
86
$1.54M 0.32%
11,159
-83
87
$1.46M 0.3%
15,688
-590
88
$1.43M 0.29%
20,836
-547
89
$1.41M 0.29%
37,395
+320
90
$1.39M 0.29%
11,600
-600
91
$1.38M 0.29%
22,420
-7,376
92
$1.38M 0.28%
17,814
+1,863
93
$1.33M 0.27%
4,865
+1,860
94
$1.32M 0.27%
12,066
+335
95
$1.3M 0.27%
6,985
+30
96
$1.29M 0.27%
19,816
-4,247
97
$1.29M 0.27%
28,160
-400
98
$1.28M 0.27%
23,020
+100
99
$1.28M 0.26%
6,124
-255
100
$1.22M 0.25%
44,200
-88
2 3
4
5 6