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
$815M
AUM Growth
-$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1 +$1.83M
2 +$1.43M
3 +$1.22M
4
MSI icon
Motorola Solutions
MSI
+$1.01M
5
JBL icon
Jabil
JBL
+$975K

Top Sells

1 +$2.77M
2 +$2.44M
3 +$1.9M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
DOW icon
Dow Inc
DOW
+$1.02M

Sector Composition

1 Technology 22.45%
2 Healthcare 15.1%
3 Financials 11.38%
4 Consumer Discretionary 8.27%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.47M 0.18%
16,662
-5,422
102
$1.43M 0.18%
54,365
+13,211
103
$1.41M 0.17%
52,465
+15,955
104
$1.4M 0.17%
11,869
-1,344
105
$1.37M 0.17%
11,042
-14
106
$1.36M 0.17%
26,600
-6,850
107
$1.35M 0.17%
9,826
-3,886
108
$1.34M 0.16%
3,684
-889
109
$1.33M 0.16%
7,089
-1,031
110
$1.31M 0.16%
47,900
+11,801
111
$1.23M 0.15%
30,697
-14,240
112
$1.2M 0.15%
18,185
-2,521
113
$1.2M 0.15%
5,176
-1,477
114
$1.17M 0.14%
6,072
-318
115
$1.15M 0.14%
18,412
-3,417
116
$1.08M 0.13%
2,290
-1,035
117
$1.07M 0.13%
215
-62
118
$1.05M 0.13%
4,747
-1,025
119
$1.04M 0.13%
27,197
-2,344
120
$1.04M 0.13%
21,340
-5,561
121
$1.03M 0.13%
5,075
-91
122
$1.03M 0.13%
15,799
-3,461
123
$1.01M 0.12%
+2,195
124
$1.01M 0.12%
2,510
-584
125
$1M 0.12%
44,110
-13,950