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
$691M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$2.76M
3
+$2.4M
4
FDX icon
FedEx
FDX
+$1.62M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.29M

Top Sells

1
+$1.36M
2
+$1.27M
3
+$1.08M
4
NVDA icon
NVIDIA
NVDA
+$1.05M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.04M

Sector Composition

1 Technology 20.38%
2 Healthcare 17.78%
3 Financials 10.27%
4 Consumer Discretionary 8.7%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.45M 0.21%
37,610
+81
102
$1.45M 0.21%
16,235
-1,378
103
$1.44M 0.21%
8,891
-530
104
$1.44M 0.21%
6,785
+578
105
$1.44M 0.21%
7,406
+428
106
$1.4M 0.2%
14,335
+204
107
$1.4M 0.2%
20,227
-1,163
108
$1.38M 0.2%
9,802
-66
109
$1.37M 0.2%
7,300
+326
110
$1.33M 0.19%
14,872
+6,709
111
$1.33M 0.19%
28,278
-517
112
$1.33M 0.19%
7,845
+10
113
$1.33M 0.19%
5,439
114
$1.31M 0.19%
31,550
+3,606
115
$1.31M 0.19%
21,012
-1,300
116
$1.31M 0.19%
11,431
-29
117
$1.31M 0.19%
16,125
+2
118
$1.3M 0.19%
7,929
+207
119
$1.26M 0.18%
25,705
+1,180
120
$1.24M 0.18%
24,781
-15,255
121
$1.23M 0.18%
1,710
+59
122
$1.22M 0.18%
4,958
+714
123
$1.22M 0.18%
18,629
-633
124
$1.22M 0.18%
13,454
-3,121
125
$1.21M 0.18%
3,491
-228
3 4
5
6 7