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
$705M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$2.21M
3
+$2.15M
4
TROW icon
T. Rowe Price
TROW
+$2.07M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.29M

Top Sells

1
+$1.18M
2
+$1.17M
3
+$949K
4
GWW icon
W.W. Grainger
GWW
+$892K
5
EXPD icon
Expeditors International
EXPD
+$890K

Sector Composition

1 Technology 17.27%
2 Healthcare 15.45%
3 Financials 10.82%
4 Consumer Discretionary 10.17%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.68M 0.24%
43,277
-3,796
102
$1.61M 0.23%
11,895
+4,682
103
$1.61M 0.23%
72,495
+4,770
104
$1.6M 0.23%
6,928
+3,065
105
$1.54M 0.22%
17,117
-88
106
$1.51M 0.21%
7,590
-400
107
$1.5M 0.21%
5,013
-121
108
$1.47M 0.21%
6,052
-100
109
$1.4M 0.2%
18,668
+4,155
110
$1.39M 0.2%
22,934
-8,866
111
$1.37M 0.19%
7,790
-115
112
$1.36M 0.19%
6,982
-667
113
$1.35M 0.19%
5,563
-610
114
$1.34M 0.19%
20,110
-400
115
$1.3M 0.18%
62,311
-2,550
116
$1.29M 0.18%
+18,401
117
$1.28M 0.18%
6,794
-3,855
118
$1.26M 0.18%
19,575
+12,876
119
$1.24M 0.18%
23,373
-927
120
$1.23M 0.17%
5,315
-2,627
121
$1.23M 0.17%
28,312
122
$1.22M 0.17%
6,306
+3,635
123
$1.21M 0.17%
38,124
-2,692
124
$1.21M 0.17%
9,557
+3,986
125
$1.15M 0.16%
30,690
+4,031
3 4
5
6 7