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
$600M
AUM Growth
-$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.19M
3
+$1.09M
4
CVX icon
Chevron
CVX
+$1.07M
5
DUK icon
Duke Energy
DUK
+$1.05M

Top Sells

1
+$2.91M
2
+$2.15M
3
+$1.7M
4
NVDA icon
NVIDIA
NVDA
+$1.16M
5
QCOM icon
Qualcomm
QCOM
+$1.03M

Sector Composition

1 Healthcare 20.07%
2 Technology 16.61%
3 Financials 10.31%
4 Consumer Discretionary 9.02%
5 Consumer Staples 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.06M 0.34%
28,937
-3,796
77
$2M 0.33%
19,512
-1,200
78
$1.99M 0.33%
12,209
-134
79
$1.98M 0.33%
31,834
-117
80
$1.86M 0.31%
42,485
+125
81
$1.8M 0.3%
18,667
-1,823
82
$1.76M 0.29%
16,772
+7,378
83
$1.75M 0.29%
113,740
-2,974
84
$1.73M 0.29%
25,977
-3,258
85
$1.68M 0.28%
19,911
-1,050
86
$1.66M 0.28%
136,880
-95,130
87
$1.65M 0.28%
7,223
+146
88
$1.65M 0.28%
15,428
+180
89
$1.61M 0.27%
44,060
-9,650
90
$1.59M 0.26%
16,828
+203
91
$1.56M 0.26%
40,841
-4,700
92
$1.46M 0.24%
10,968
-1,831
93
$1.45M 0.24%
6,773
-201
94
$1.41M 0.23%
6,322
-631
95
$1.39M 0.23%
12,256
-9,095
96
$1.38M 0.23%
11,645
-78
97
$1.32M 0.22%
6,715
-134
98
$1.32M 0.22%
11,781
+139
99
$1.3M 0.22%
10,757
+49
100
$1.3M 0.22%
28,231
-6,402
2 3
4
5 6