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
$407M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$999K
3
+$754K
4
OMC icon
Omnicom Group
OMC
+$496K
5
MNST icon
Monster Beverage
MNST
+$401K

Top Sells

1
+$3.13M
2
+$2.13M
3
+$2.06M
4
RTX icon
RTX Corp
RTX
+$1.81M
5
IBM icon
IBM
IBM
+$1.29M

Sector Composition

1 Healthcare 13.44%
2 Energy 11.25%
3 Technology 10.8%
4 Consumer Staples 10.28%
5 Consumer Discretionary 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$453K 0.11%
38,100
-4,384
127
$442K 0.11%
34,814
-4,007
128
$437K 0.11%
11,201
-1,682
129
$437K 0.11%
17,454
+1,038
130
$436K 0.11%
6,403
-2,167
131
$435K 0.11%
11,300
132
$422K 0.1%
7,502
+1,073
133
$419K 0.1%
9,134
-7,372
134
$418K 0.1%
3,583
135
$415K 0.1%
3,533
136
$411K 0.1%
8,094
137
$403K 0.1%
3,830
-400
138
$401K 0.1%
+35,526
139
$397K 0.1%
+13,671
140
$393K 0.1%
+3,275
141
$393K 0.1%
+1,541
142
$393K 0.1%
11,110
143
$391K 0.1%
11,800
144
$386K 0.09%
4,300
145
$368K 0.09%
+9,229
146
$354K 0.09%
3,327
147
$337K 0.08%
8,903
+2,091
148
$337K 0.08%
3,251
149
$336K 0.08%
5,000
150
$334K 0.08%
2,565
+545
4 5
6
7 8