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
$452M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.04M
3
+$1.66M
4
DXC icon
DXC Technology
DXC
+$1.42M
5
SPGI icon
S&P Global
SPGI
+$1.41M

Top Sells

1
+$1.97M
2
+$1.53M
3
+$1.21M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.09M
5
PBCT
People's United Financial Inc
PBCT
+$1.05M

Sector Composition

1 Healthcare 16.09%
2 Consumer Staples 12.96%
3 Technology 10.91%
4 Financials 9.95%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.01M 0.22%
9,408
+6,300
102
$1M 0.22%
20,680
+15,920
103
$996K 0.22%
+21,920
104
$965K 0.21%
27,560
105
$917K 0.2%
6,783
-128
106
$885K 0.2%
8,632
-300
107
$868K 0.19%
+4,724
108
$843K 0.19%
4,351
+2,835
109
$836K 0.19%
11,167
+5,359
110
$823K 0.18%
10,513
+6,695
111
$766K 0.17%
4,023
-707
112
$764K 0.17%
5,736
113
$763K 0.17%
+15,211
114
$757K 0.17%
11,618
+200
115
$749K 0.17%
4,042
116
$744K 0.16%
+9,000
117
$741K 0.16%
15,125
-630
118
$710K 0.16%
+21,300
119
$707K 0.16%
11,083
120
$681K 0.15%
4,482
+225
121
$679K 0.15%
22,600
-500
122
$679K 0.15%
13,499
+4,839
123
$665K 0.15%
5,469
124
$662K 0.15%
+6,595
125
$661K 0.15%
8,197
-25
3 4
5
6 7