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
$890M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.47M
3
+$1.04M
4
META icon
Meta Platforms (Facebook)
META
+$1.04M
5
INCY icon
Incyte
INCY
+$971K

Top Sells

1
+$1.3M
2
+$1.26M
3
+$1.25M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1,000K
5
SBUX icon
Starbucks
SBUX
+$890K

Sector Composition

1 Technology 20.48%
2 Healthcare 16.44%
3 Financials 10.2%
4 Consumer Discretionary 8.09%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.68M 0.19%
4,653
102
$1.62M 0.18%
15,296
+1,415
103
$1.61M 0.18%
15,883
+302
104
$1.59M 0.18%
5,501
-222
105
$1.58M 0.18%
3,325
+8
106
$1.58M 0.18%
3,187
-139
107
$1.55M 0.17%
4,918
-11
108
$1.46M 0.16%
13,213
-617
109
$1.44M 0.16%
20,706
+1,719
110
$1.37M 0.15%
4,924
+39
111
$1.36M 0.15%
21,829
-1,069
112
$1.33M 0.15%
26,901
+1,925
113
$1.29M 0.15%
6,653
+3,029
114
$1.28M 0.14%
7,051
-888
115
$1.28M 0.14%
58,060
+922
116
$1.27M 0.14%
5,772
-1
117
$1.24M 0.14%
5,166
-8
118
$1.24M 0.14%
29,541
+1,264
119
$1.23M 0.14%
29,363
-546
120
$1.21M 0.14%
11,056
-11
121
$1.2M 0.13%
10,872
-71
122
$1.18M 0.13%
6,390
-21
123
$1.17M 0.13%
41,154
+32,385
124
$1.17M 0.13%
8,140
-123
125
$1.17M 0.13%
277
+1
3 4
5
6 7