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
$427M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Sells

1 +$863K
2 +$743K
3 +$575K
4
GAP
The Gap Inc
GAP
+$482K
5
KMB icon
Kimberly-Clark
KMB
+$421K

Sector Composition

1 Healthcare 15.45%
2 Consumer Staples 14.48%
3 Consumer Discretionary 10.59%
4 Technology 8.27%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$452K 0.11%
3,970
+42
127
$447K 0.1%
8,767
-226
128
$446K 0.1%
4,660
-1,512
129
$445K 0.1%
5,186
+985
130
$438K 0.1%
2,082
-5
131
$434K 0.1%
3,558
-44
132
$434K 0.1%
+5,797
133
$432K 0.1%
4,000
134
$424K 0.1%
2,563
135
$421K 0.1%
9,057
-100
136
$415K 0.1%
7,500
137
$402K 0.09%
+3,255
138
$400K 0.09%
20,173
+2,053
139
$394K 0.09%
4,345
-20
140
$382K 0.09%
8,134
+1,000
141
$374K 0.09%
+10,570
142
$353K 0.08%
9,691
+601
143
$353K 0.08%
14,364
-536
144
$340K 0.08%
7,000
145
$327K 0.08%
6,442
-175
146
$325K 0.08%
7,736
-4,500
147
$319K 0.07%
+2,095
148
$308K 0.07%
+6,280
149
$292K 0.07%
12,469
-332
150
$285K 0.07%
+5,460