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
$663M
AUM Growth
+$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.49M
3
+$1.44M
4
PSX icon
Phillips 66
PSX
+$1.17M
5
EXPD icon
Expeditors International
EXPD
+$938K

Top Sells

1
+$2.34M
2
+$1.57M
3
+$1.46M
4
PG icon
Procter & Gamble
PG
+$1.33M
5
LLY icon
Eli Lilly
LLY
+$1.15M

Sector Composition

1 Healthcare 20.8%
2 Technology 15.59%
3 Financials 10.5%
4 Consumer Discretionary 8.87%
5 Industrials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.06M 0.31%
22,099
-1,406
77
$2.05M 0.31%
42,445
-40
78
$2.03M 0.31%
110,033
-3,707
79
$2M 0.3%
137,120
+240
80
$1.99M 0.3%
32,403
-5,418
81
$1.96M 0.3%
10,813
-1,396
82
$1.93M 0.29%
14,195
+3,438
83
$1.83M 0.28%
16,825
+53
84
$1.82M 0.28%
11,612
+644
85
$1.75M 0.26%
26,185
-2,752
86
$1.75M 0.26%
16,762
-2,750
87
$1.72M 0.26%
17,720
-947
88
$1.71M 0.26%
6,884
+3,354
89
$1.6M 0.24%
11,804
+23
90
$1.59M 0.24%
16,600
91
$1.58M 0.24%
8,257
-3,607
92
$1.58M 0.24%
14,941
-7,120
93
$1.54M 0.23%
12,407
+762
94
$1.53M 0.23%
13,894
+1,638
95
$1.52M 0.23%
7,440
+2,697
96
$1.51M 0.23%
11,658
+3,268
97
$1.5M 0.23%
17,225
+397
98
$1.49M 0.22%
+7,141
99
$1.48M 0.22%
6,977
+204
100
$1.46M 0.22%
6,207
-1,016
2 3
4
5 6