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
$419M
AUM Growth
-$8.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.3M
3
+$821K
4
NOV icon
NOV
NOV
+$738K
5
MCK icon
McKesson
MCK
+$727K

Top Sells

1
+$4.11M
2
+$2.1M
3
+$1.08M
4
NVDA icon
NVIDIA
NVDA
+$899K
5
XOM icon
Exxon Mobil
XOM
+$873K

Sector Composition

1 Healthcare 15.43%
2 Consumer Staples 13.74%
3 Consumer Discretionary 10.09%
4 Technology 8.63%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$494K 0.12%
3,614
+56
127
$470K 0.11%
5,381
-3,510
128
$468K 0.11%
7,542
-1,440
129
$468K 0.11%
4,017
130
$461K 0.11%
5,797
131
$459K 0.11%
8,664
-103
132
$455K 0.11%
9,285
+2,843
133
$449K 0.11%
2,563
134
$449K 0.11%
4,000
135
$447K 0.11%
2,057
-25
136
$442K 0.11%
6,640
137
$439K 0.1%
19,905
-268
138
$422K 0.1%
11,215
-4,766
139
$410K 0.1%
12,469
140
$405K 0.1%
8,100
+600
141
$391K 0.09%
6,112
-6,763
142
$369K 0.09%
7,000
143
$360K 0.09%
4,553
+208
144
$348K 0.08%
8,851
-840
145
$345K 0.08%
3,107
+1,049
146
$337K 0.08%
7,736
147
$329K 0.08%
7,134
-1,000
148
$321K 0.08%
6,232
-48
149
$315K 0.08%
3,935
-1,251
150
$315K 0.08%
3,614
-125
4 5
6
7 8