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
$419M
AUM Growth
-$8.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.3M
3
+$821K
4
NOV icon
NOV
NOV
+$738K
5
MCK icon
McKesson
MCK
+$727K

Top Sells

1
+$4.11M
2
+$2.1M
3
+$1.08M
4
NVDA icon
NVIDIA
NVDA
+$899K
5
XOM icon
Exxon Mobil
XOM
+$873K

Sector Composition

1 Healthcare 15.43%
2 Consumer Staples 13.74%
3 Consumer Discretionary 10.09%
4 Technology 8.63%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$756K 0.18%
8,542
-524
102
$738K 0.18%
+20,097
103
$727K 0.17%
+4,360
104
$726K 0.17%
21,027
-823
105
$719K 0.17%
6,646
-2,038
106
$701K 0.17%
5,623
+1,653
107
$677K 0.16%
4,058
+170
108
$668K 0.16%
6,072
+65
109
$664K 0.16%
6,919
110
$661K 0.16%
3,092
-145
111
$650K 0.16%
5,600
+1,250
112
$644K 0.15%
7,991
+66
113
$632K 0.15%
+22,588
114
$630K 0.15%
40,581
-230
115
$629K 0.15%
+20,282
116
$598K 0.14%
4,268
-225
117
$588K 0.14%
7,565
-53
118
$579K 0.14%
6,505
+1,845
119
$572K 0.14%
13,350
-100
120
$562K 0.13%
+27,075
121
$558K 0.13%
23,600
-1,000
122
$554K 0.13%
9,374
-8,270
123
$525K 0.13%
7,848
-161
124
$511K 0.12%
14,276
-88
125
$502K 0.12%
24,132
-140
3 4
5
6 7