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
$507M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.52M
3
+$1.02M
4
COST icon
Costco
COST
+$798K
5
JNJ icon
Johnson & Johnson
JNJ
+$717K

Top Sells

1
+$1.41M
2
+$1.09M
3
+$958K
4
AVY icon
Avery Dennison
AVY
+$736K
5
MO icon
Altria Group
MO
+$668K

Sector Composition

1 Healthcare 15.58%
2 Technology 15.16%
3 Financials 12.25%
4 Consumer Discretionary 11.07%
5 Industrials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.74M 0.34%
13,168
+314
77
$1.73M 0.34%
18,527
-15,029
78
$1.67M 0.33%
7,849
+19
79
$1.66M 0.33%
41,845
-37
80
$1.61M 0.32%
23,577
-37
81
$1.59M 0.31%
7,733
+65
82
$1.59M 0.31%
15,745
+250
83
$1.54M 0.3%
21,262
+815
84
$1.5M 0.3%
26,379
+2,230
85
$1.49M 0.29%
70,535
-1,870
86
$1.46M 0.29%
68,750
+900
87
$1.45M 0.29%
24,320
-1,520
88
$1.45M 0.29%
28,216
+2,500
89
$1.44M 0.28%
12,325
-631
90
$1.43M 0.28%
10,698
-38
91
$1.41M 0.28%
8,085
+830
92
$1.34M 0.26%
20,082
-3,789
93
$1.33M 0.26%
28,199
-97
94
$1.32M 0.26%
23,610
-984
95
$1.27M 0.25%
16,255
-1,318
96
$1.26M 0.25%
5,183
-1,526
97
$1.23M 0.24%
15,060
+31
98
$1.21M 0.24%
45,520
-5,604
99
$1.19M 0.23%
56,198
+1,800
100
$1.18M 0.23%
23,120
+35
2 3
4
5 6