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
$705M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$2.21M
3
+$2.15M
4
TROW icon
T. Rowe Price
TROW
+$2.07M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.29M

Top Sells

1
+$1.18M
2
+$1.17M
3
+$949K
4
GWW icon
W.W. Grainger
GWW
+$892K
5
EXPD icon
Expeditors International
EXPD
+$890K

Sector Composition

1 Technology 17.27%
2 Healthcare 15.45%
3 Financials 10.82%
4 Consumer Discretionary 10.17%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.54M 0.36%
70,120
-3,826
77
$2.48M 0.35%
19,484
+5,862
78
$2.34M 0.33%
22,300
-1,462
79
$2.29M 0.32%
8,977
+550
80
$2.26M 0.32%
17,026
-4,235
81
$2.24M 0.32%
16,887
+888
82
$2.23M 0.32%
11,281
-2,744
83
$2.15M 0.3%
+29,944
84
$2.13M 0.3%
10,292
-1,245
85
$2.09M 0.3%
40,415
+375
86
$2.09M 0.3%
11,068
-2,022
87
$2.08M 0.3%
14,164
+26
88
$2.08M 0.3%
40,000
+505
89
$2.07M 0.29%
+12,078
90
$2.01M 0.28%
28,331
+208
91
$2M 0.28%
28,444
-187
92
$1.9M 0.27%
35,059
+6,753
93
$1.86M 0.26%
7,296
-265
94
$1.84M 0.26%
22,903
-1,449
95
$1.81M 0.26%
24,478
-100
96
$1.77M 0.25%
23,381
-3,055
97
$1.75M 0.25%
82,707
+185
98
$1.74M 0.25%
80,563
-1,517
99
$1.71M 0.24%
78,660
+3,513
100
$1.69M 0.24%
14,792
-483
2 3
4
5 6