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
$663M
AUM Growth
+$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.49M
3
+$1.44M
4
PSX icon
Phillips 66
PSX
+$1.17M
5
EXPD icon
Expeditors International
EXPD
+$938K

Top Sells

1
+$2.34M
2
+$1.57M
3
+$1.46M
4
PG icon
Procter & Gamble
PG
+$1.33M
5
LLY icon
Eli Lilly
LLY
+$1.15M

Sector Composition

1 Healthcare 20.8%
2 Technology 15.59%
3 Financials 10.5%
4 Consumer Discretionary 8.87%
5 Industrials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.46M 0.22%
27,223
+2,615
102
$1.45M 0.22%
6,366
+465
103
$1.41M 0.21%
36,261
-4,580
104
$1.41M 0.21%
10,172
+100
105
$1.41M 0.21%
3
106
$1.4M 0.21%
9,196
-225
107
$1.38M 0.21%
8,826
+273
108
$1.38M 0.21%
7,940
+225
109
$1.36M 0.21%
19,342
+2,485
110
$1.35M 0.2%
26,812
111
$1.35M 0.2%
16,467
-203
112
$1.34M 0.2%
4,817
-120
113
$1.3M 0.2%
5,297
-42
114
$1.28M 0.19%
28,761
+1,250
115
$1.23M 0.19%
7,051
+575
116
$1.23M 0.19%
5,839
-876
117
$1.23M 0.18%
21,910
+16,390
118
$1.21M 0.18%
9,100
-7,070
119
$1.21M 0.18%
4,303
+303
120
$1.2M 0.18%
1,664
+77
121
$1.2M 0.18%
5,590
-20
122
$1.19M 0.18%
15,969
+858
123
$1.17M 0.18%
43,206
+874
124
$1.17M 0.18%
474
125
$1.16M 0.18%
8,798
+942
3 4
5
6 7