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
$652M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$2.77M
3
+$1.72M
4
VLO icon
Valero Energy
VLO
+$1.41M
5
DOW icon
Dow Inc
DOW
+$1.31M

Top Sells

1
+$3.36M
2
+$2.97M
3
+$2.97M
4
INTU icon
Intuit
INTU
+$1.85M
5
CMA icon
Comerica
CMA
+$1.75M

Sector Composition

1 Healthcare 18.44%
2 Technology 18.15%
3 Financials 10.19%
4 Consumer Discretionary 8.82%
5 Consumer Staples 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.42M 0.22%
28,795
+34
102
$1.41M 0.22%
88,637
-87,504
103
$1.41M 0.22%
14,131
-3,589
104
$1.4M 0.21%
37,529
+4,716
105
$1.4M 0.21%
3
106
$1.39M 0.21%
12,625
+3,359
107
$1.39M 0.21%
6,207
108
$1.39M 0.21%
13,232
-3,530
109
$1.36M 0.21%
12,383
-2,558
110
$1.36M 0.21%
1,651
-13
111
$1.35M 0.21%
9,868
-304
112
$1.35M 0.21%
33,848
-2,413
113
$1.34M 0.21%
5,470
-120
114
$1.31M 0.2%
24,800
+200
115
$1.31M 0.2%
11,460
-198
116
$1.31M 0.2%
7,835
-105
117
$1.3M 0.2%
19,262
-80
118
$1.3M 0.2%
16,123
+154
119
$1.3M 0.2%
19,243
+3,008
120
$1.28M 0.2%
16,938
+4,646
121
$1.24M 0.19%
6,974
-77
122
$1.23M 0.19%
5,439
-400
123
$1.21M 0.19%
22,312
-4,500
124
$1.2M 0.18%
24,525
-2,698
125
$1.2M 0.18%
2,200
-104
3 4
5
6 7