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
$408M
AUM Growth
-$6.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.5M
3
+$1.36M
4
LUV icon
Southwest Airlines
LUV
+$1.25M
5
LOW icon
Lowe's Companies
LOW
+$1.2M

Top Sells

1
+$2.43M
2
+$2.12M
3
+$1.74M
4
MCO icon
Moody's
MCO
+$1.32M
5
BLK icon
Blackrock
BLK
+$1.16M

Sector Composition

1 Healthcare 15.15%
2 Consumer Staples 13.39%
3 Consumer Discretionary 11.65%
4 Technology 8.61%
5 Financials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$442K 0.11%
4,100
127
$437K 0.11%
7,752
-17,006
128
$432K 0.11%
2,087
-73
129
$416K 0.1%
3,928
+703
130
$411K 0.1%
15,440
+815
131
$409K 0.1%
11,831
-1,354
132
$408K 0.1%
9,157
+97
133
$407K 0.1%
14,900
+495
134
$401K 0.1%
4,000
-300
135
$380K 0.09%
2,563
136
$373K 0.09%
+5,882
137
$371K 0.09%
3,602
+44
138
$371K 0.09%
4,365
-5,036
139
$369K 0.09%
+18,120
140
$367K 0.09%
11,334
141
$363K 0.09%
9,756
-1,721
142
$363K 0.09%
7,500
-2,208
143
$341K 0.08%
5,356
-3,909
144
$339K 0.08%
4,201
+266
145
$339K 0.08%
7,275
-9
146
$324K 0.08%
5,176
+160
147
$319K 0.08%
7,134
148
$310K 0.08%
7,000
149
$309K 0.08%
6,617
-94
150
$305K 0.07%
12,801
+184
4 5
6
7 8