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
$481M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$687K
3
+$659K
4
MPC icon
Marathon Petroleum
MPC
+$527K
5
FCX icon
Freeport-McMoran
FCX
+$421K

Top Sells

1
+$1.01M
2
+$918K
3
+$830K
4
AAPL icon
Apple
AAPL
+$689K
5
AVY icon
Avery Dennison
AVY
+$681K

Sector Composition

1 Healthcare 15.85%
2 Technology 12.27%
3 Financials 10.68%
4 Consumer Staples 10.62%
5 Industrials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.16M 0.24%
43,648
-4,232
102
$1.09M 0.23%
22,615
-5,153
103
$1.06M 0.22%
20,320
-700
104
$1.04M 0.22%
26,700
-900
105
$1.03M 0.21%
4,669
+627
106
$1.01M 0.21%
8,607
-25
107
$984K 0.2%
5,289
+1,989
108
$956K 0.2%
6,435
-330
109
$938K 0.2%
11,397
+230
110
$923K 0.19%
12,363
+1,330
111
$906K 0.19%
48,476
-746
112
$896K 0.19%
9,000
113
$836K 0.17%
11,517
+602
114
$834K 0.17%
3,993
-30
115
$829K 0.17%
15,718
+223
116
$810K 0.17%
11,518
-100
117
$803K 0.17%
40,825
+4,150
118
$782K 0.16%
5,295
-144
119
$756K 0.16%
3,723
-182
120
$748K 0.16%
5,509
-46
121
$737K 0.15%
5,133
-376
122
$725K 0.15%
15,335
+124
123
$724K 0.15%
11,925
+837
124
$709K 0.15%
14,140
-18,313
125
$701K 0.15%
9,619
+2,049
3 4
5
6 7