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
$469M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$878K
3
+$785K
4
DD icon
DuPont de Nemours
DD
+$769K
5
JPM icon
JPMorgan Chase
JPM
+$765K

Top Sells

1
+$5.5M
2
+$1.11M
3
+$981K
4
SBUX icon
Starbucks
SBUX
+$715K
5
DD
Du Pont De Nemours E I
DD
+$661K

Sector Composition

1 Healthcare 16.38%
2 Technology 11.86%
3 Consumer Staples 10.89%
4 Financials 10.43%
5 Industrials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.01M 0.22%
27,600
+40
102
$1.01M 0.21%
21,020
-900
103
$994K 0.21%
20,680
104
$947K 0.2%
6,765
-18
105
$944K 0.2%
8,632
106
$897K 0.19%
9,052
+3,495
107
$893K 0.19%
49,222
-54,100
108
$850K 0.18%
11,167
109
$843K 0.18%
10,915
+402
110
$811K 0.17%
6,252
+2,760
111
$796K 0.17%
11,618
112
$792K 0.17%
4,042
113
$780K 0.17%
15,495
+370
114
$769K 0.16%
4,023
115
$769K 0.16%
+5,509
116
$762K 0.16%
9,000
117
$757K 0.16%
5,439
-30
118
$736K 0.16%
15,211
119
$736K 0.16%
36,675
+3,950
120
$730K 0.16%
3,905
+561
121
$709K 0.15%
3,946
-778
122
$699K 0.15%
11,033
-50
123
$676K 0.14%
6,595
124
$667K 0.14%
20,000
-1,300
125
$646K 0.14%
21,600
-1,000
3 4
5
6 7