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
$691M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$2.76M
3
+$2.4M
4
FDX icon
FedEx
FDX
+$1.62M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.29M

Top Sells

1
+$1.36M
2
+$1.27M
3
+$1.08M
4
NVDA icon
NVIDIA
NVDA
+$1.05M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.04M

Sector Composition

1 Technology 20.38%
2 Healthcare 17.78%
3 Financials 10.27%
4 Consumer Discretionary 8.7%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.06M 0.3%
15,638
-5,004
77
$2.02M 0.29%
15,085
-1,215
78
$1.97M 0.29%
7,965
+6,540
79
$1.96M 0.28%
6,800
+373
80
$1.96M 0.28%
18,912
+1,733
81
$1.96M 0.28%
9,739
-1,298
82
$1.96M 0.28%
17,483
+368
83
$1.95M 0.28%
14,683
+291
84
$1.92M 0.28%
16,965
-205
85
$1.89M 0.27%
15,887
-25
86
$1.86M 0.27%
4,352
-121
87
$1.84M 0.27%
8,359
+20
88
$1.78M 0.26%
10,385
-789
89
$1.76M 0.25%
28,460
+13,273
90
$1.72M 0.25%
22,857
-5,091
91
$1.7M 0.25%
37,709
+11,505
92
$1.69M 0.24%
14,176
+7
93
$1.61M 0.23%
17,022
+84
94
$1.61M 0.23%
7,608
-103
95
$1.59M 0.23%
7,214
-105
96
$1.54M 0.22%
14,757
+1,525
97
$1.53M 0.22%
23,840
-960
98
$1.5M 0.22%
4,901
-346
99
$1.49M 0.22%
7,629
+235
100
$1.47M 0.21%
5,357
-113
2 3
4
5 6