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
$452M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.04M
3
+$1.66M
4
DXC icon
DXC Technology
DXC
+$1.42M
5
SPGI icon
S&P Global
SPGI
+$1.41M

Top Sells

1
+$1.97M
2
+$1.53M
3
+$1.21M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.09M
5
PBCT
People's United Financial Inc
PBCT
+$1.05M

Sector Composition

1 Healthcare 16.09%
2 Consumer Staples 12.96%
3 Technology 10.91%
4 Financials 9.95%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$660K 0.15%
32,725
-1,750
127
$657K 0.15%
7,536
-1,675
128
$628K 0.14%
7,570
-62
129
$626K 0.14%
8,925
-15,595
130
$619K 0.14%
5,415
-70
131
$612K 0.14%
19,150
132
$590K 0.13%
3,588
+10
133
$579K 0.13%
9,237
+20
134
$560K 0.12%
3,344
135
$557K 0.12%
5,555
-100
136
$540K 0.12%
4,000
137
$537K 0.12%
+4,550
138
$528K 0.12%
30,196
+525
139
$517K 0.11%
+28,000
140
$502K 0.11%
5,686
-315
141
$492K 0.11%
4,100
142
$489K 0.11%
+8,000
143
$488K 0.11%
10,176
-420
144
$483K 0.11%
9,300
-3,750
145
$479K 0.11%
6,359
+1,028
146
$469K 0.1%
5,557
147
$468K 0.1%
+6,000
148
$462K 0.1%
3,492
-457
149
$452K 0.1%
4,080
-2,363
150
$445K 0.1%
10,915
4 5
6
7 8