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
$890M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.47M
3
+$1.04M
4
META icon
Meta Platforms (Facebook)
META
+$1.04M
5
INCY icon
Incyte
INCY
+$971K

Top Sells

1
+$1.3M
2
+$1.26M
3
+$1.25M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1,000K
5
SBUX icon
Starbucks
SBUX
+$890K

Sector Composition

1 Technology 20.48%
2 Healthcare 16.44%
3 Financials 10.2%
4 Consumer Discretionary 8.09%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.73M 0.31%
26,340
-317
77
$2.71M 0.31%
27,840
-9,131
78
$2.66M 0.3%
17,675
-15
79
$2.58M 0.29%
23,790
-1,115
80
$2.49M 0.28%
10,472
+97
81
$2.41M 0.27%
8,806
+76
82
$2.39M 0.27%
17,565
+373
83
$2.39M 0.27%
8,639
-102
84
$2.24M 0.25%
7,538
-334
85
$2.21M 0.25%
12,962
+381
86
$2.11M 0.24%
13,712
+174
87
$2.04M 0.23%
7,211
-75
88
$2.02M 0.23%
44,937
-29,027
89
$1.98M 0.22%
18,790
+96
90
$1.97M 0.22%
8,457
-548
91
$1.95M 0.22%
14,451
-615
92
$1.95M 0.22%
22,084
-3,025
93
$1.92M 0.22%
7,267
+800
94
$1.87M 0.21%
6,823
-146
95
$1.79M 0.2%
8,120
-250
96
$1.79M 0.2%
4,573
-58
97
$1.76M 0.2%
4,684
-75
98
$1.74M 0.2%
33,450
+7,500
99
$1.72M 0.19%
2,422
-26
100
$1.7M 0.19%
+10,380
2 3
4
5 6