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
$815M
AUM Growth
-$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1 +$1.83M
2 +$1.43M
3 +$1.22M
4
MSI icon
Motorola Solutions
MSI
+$1.01M
5
JBL icon
Jabil
JBL
+$975K

Top Sells

1 +$2.77M
2 +$2.44M
3 +$1.9M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
DOW icon
Dow Inc
DOW
+$1.02M

Sector Composition

1 Technology 22.45%
2 Healthcare 15.1%
3 Financials 11.38%
4 Consumer Discretionary 8.27%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$2.23M 0.27%
24,454
-3,386
77
$2.2M 0.27%
25,965
-8,660
78
$2.19M 0.27%
85,657
-95,421
79
$2.13M 0.26%
21,948
+6,065
80
$2.11M 0.26%
19,620
-6,015
81
$2.07M 0.25%
6,090
-1,235
82
$1.99M 0.24%
11,953
-1,009
83
$1.99M 0.24%
16,489
+6,109
84
$1.91M 0.23%
26,450
-10,150
85
$1.91M 0.23%
6,585
-953
86
$1.78M 0.22%
8,485
-1,987
87
$1.72M 0.21%
13,640
-3,925
88
$1.71M 0.21%
13,027
-1,424
89
$1.68M 0.21%
5,016
-1,807
90
$1.67M 0.2%
2,929
-258
91
$1.63M 0.2%
4,530
-123
92
$1.6M 0.2%
5,533
-1,678
93
$1.6M 0.2%
15,010
-8,780
94
$1.57M 0.19%
15,879
-2,911
95
$1.56M 0.19%
4,843
-75
96
$1.55M 0.19%
14,711
-585
97
$1.55M 0.19%
4,552
-949
98
$1.51M 0.19%
8,242
-215
99
$1.5M 0.18%
5,691
-1,576
100
$1.49M 0.18%
15,169
+3,390