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
$600M
AUM Growth
-$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.19M
3
+$1.09M
4
CVX icon
Chevron
CVX
+$1.07M
5
DUK icon
Duke Energy
DUK
+$1.05M

Top Sells

1
+$2.91M
2
+$2.15M
3
+$1.7M
4
NVDA icon
NVIDIA
NVDA
+$1.16M
5
QCOM icon
Qualcomm
QCOM
+$1.03M

Sector Composition

1 Healthcare 20.07%
2 Technology 16.61%
3 Financials 10.31%
4 Consumer Discretionary 9.02%
5 Consumer Staples 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.3M 0.22%
50,469
-30,620
102
$1.3M 0.22%
10,072
+178
103
$1.27M 0.21%
26,812
104
$1.27M 0.21%
9,421
-910
105
$1.26M 0.21%
11,976
-550
106
$1.22M 0.2%
3
107
$1.22M 0.2%
16,600
-400
108
$1.2M 0.2%
27,511
-52
109
$1.2M 0.2%
4,937
-50
110
$1.19M 0.2%
5,901
+13
111
$1.18M 0.2%
5,610
-233
112
$1.15M 0.19%
7,715
-97
113
$1.14M 0.19%
4,000
114
$1.1M 0.18%
16,857
-232
115
$1.09M 0.18%
6,213
-854
116
$1.09M 0.18%
+1,587
117
$1.09M 0.18%
25,764
+286
118
$1.08M 0.18%
5,339
+15
119
$1.07M 0.18%
35,397
+7,716
120
$1.07M 0.18%
6,476
+486
121
$1.07M 0.18%
4,815
-7
122
$1.05M 0.17%
8,553
+4
123
$1.02M 0.17%
3,105
-30
124
$1.02M 0.17%
15,935
-1,250
125
$1.02M 0.17%
16,670
-255
3 4
5
6 7