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
$485M
AUM Growth
+$8.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.05M
3
+$1.61M
4
ZTS icon
Zoetis
ZTS
+$1.57M
5
MPC icon
Marathon Petroleum
MPC
+$1.27M

Top Sells

1
+$2.83M
2
+$2.33M
3
+$1.39M
4
PM icon
Philip Morris
PM
+$1.32M
5
SBUX icon
Starbucks
SBUX
+$1.3M

Sector Composition

1 Healthcare 15.6%
2 Technology 14.12%
3 Financials 12.15%
4 Industrials 9.57%
5 Consumer Discretionary 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.22M 0.25%
11,583
-255
102
$1.19M 0.25%
27,056
+4,165
103
$1.16M 0.24%
19,784
+168
104
$1.13M 0.23%
8,390
105
$1.11M 0.23%
61,198
+6,592
106
$1.07M 0.22%
25,540
-840
107
$1.05M 0.22%
12,070
-230
108
$1.04M 0.21%
16,153
-1,483
109
$894K 0.18%
45,620
-30
110
$888K 0.18%
3,620
-348
111
$887K 0.18%
13,243
+1,500
112
$885K 0.18%
16,640
+72
113
$884K 0.18%
16,840
-44,450
114
$875K 0.18%
5,757
-123
115
$868K 0.18%
15,211
-13,275
116
$856K 0.18%
15,160
+400
117
$827K 0.17%
9,000
118
$811K 0.17%
5,973
-2,575
119
$805K 0.17%
4,717
-2,369
120
$799K 0.16%
+8,392
121
$793K 0.16%
11,612
122
$792K 0.16%
6,393
-820
123
$792K 0.16%
7,446
+1,119
124
$779K 0.16%
5,768
+1,410
125
$770K 0.16%
3,295
-534
3 4
5
6 7