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
$652M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$2.77M
3
+$1.72M
4
VLO icon
Valero Energy
VLO
+$1.41M
5
DOW icon
Dow Inc
DOW
+$1.31M

Top Sells

1
+$3.36M
2
+$2.97M
3
+$2.97M
4
INTU icon
Intuit
INTU
+$1.85M
5
CMA icon
Comerica
CMA
+$1.75M

Sector Composition

1 Healthcare 18.44%
2 Technology 18.15%
3 Financials 10.19%
4 Consumer Discretionary 8.82%
5 Consumer Staples 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.01M 0.31%
9,822
+8,405
77
$2M 0.31%
11,174
+361
78
$1.99M 0.31%
18,788
-710
79
$1.93M 0.3%
17,115
+290
80
$1.89M 0.29%
11,037
-575
81
$1.86M 0.29%
14,392
+197
82
$1.81M 0.28%
14,169
+275
83
$1.79M 0.27%
8,041
-4,327
84
$1.76M 0.27%
17,613
+388
85
$1.7M 0.26%
17,179
-6,583
86
$1.7M 0.26%
8,339
+82
87
$1.59M 0.24%
4,473
-1,813
88
$1.59M 0.24%
21,390
-709
89
$1.59M 0.24%
6,427
+61
90
$1.54M 0.24%
7,319
-121
91
$1.54M 0.24%
19,371
-10,933
92
$1.54M 0.24%
7,711
-1,389
93
$1.5M 0.23%
5,247
-50
94
$1.48M 0.23%
15,912
-555
95
$1.47M 0.23%
22,870
+960
96
$1.45M 0.22%
7,394
+253
97
$1.45M 0.22%
9,421
+225
98
$1.44M 0.22%
16,575
-25
99
$1.43M 0.22%
25,510
-6,893
100
$1.43M 0.22%
6,978
+1
2 3
4
5 6