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
$408M
AUM Growth
-$6.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.5M
3
+$1.36M
4
LUV icon
Southwest Airlines
LUV
+$1.25M
5
LOW icon
Lowe's Companies
LOW
+$1.2M

Top Sells

1
+$2.43M
2
+$2.12M
3
+$1.74M
4
MCO icon
Moody's
MCO
+$1.32M
5
BLK icon
Blackrock
BLK
+$1.16M

Sector Composition

1 Healthcare 15.15%
2 Consumer Staples 13.39%
3 Consumer Discretionary 11.65%
4 Technology 8.61%
5 Financials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$725K 0.18%
24,642
+3,474
102
$707K 0.17%
23,827
-4,035
103
$704K 0.17%
790,560
-3,920
104
$698K 0.17%
8,160
+35
105
$673K 0.16%
10,175
106
$640K 0.16%
6,172
+1,427
107
$639K 0.16%
3,230
-2,474
108
$638K 0.16%
7,786
+36
109
$632K 0.15%
6,919
110
$631K 0.15%
6,066
-886
111
$606K 0.15%
14,925
-875
112
$593K 0.15%
7,261
+769
113
$577K 0.14%
8,993
114
$575K 0.14%
16,707
-2,402
115
$545K 0.13%
4,233
-442
116
$536K 0.13%
25,670
-900
117
$511K 0.13%
8,073
-2,101
118
$505K 0.12%
3,975
-2,190
119
$498K 0.12%
12,236
-4,120
120
$488K 0.12%
6,640
121
$485K 0.12%
2,392
+7
122
$483K 0.12%
4,217
-155
123
$482K 0.12%
16,426
+148
124
$480K 0.12%
24,904
+188
125
$443K 0.11%
9,090
+158
3 4
5
6 7