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
$469M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$878K
3
+$785K
4
DD icon
DuPont de Nemours
DD
+$769K
5
JPM icon
JPMorgan Chase
JPM
+$765K

Top Sells

1
+$5.5M
2
+$1.11M
3
+$981K
4
SBUX icon
Starbucks
SBUX
+$715K
5
DD
Du Pont De Nemours E I
DD
+$661K

Sector Composition

1 Healthcare 16.38%
2 Technology 11.86%
3 Consumer Staples 10.89%
4 Financials 10.43%
5 Industrials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$645K 0.14%
9,160
-77
127
$638K 0.14%
7,186
+1,500
128
$615K 0.13%
8,289
-636
129
$612K 0.13%
5,555
130
$601K 0.13%
4,557
-1,179
131
$599K 0.13%
11,088
-2,411
132
$597K 0.13%
5,129
-286
133
$592K 0.13%
28,000
134
$583K 0.12%
29,220
-976
135
$576K 0.12%
4,000
136
$572K 0.12%
+9,159
137
$566K 0.12%
4,650
+100
138
$561K 0.12%
7,570
139
$558K 0.12%
11,460
+3,200
140
$543K 0.12%
3,538
-50
141
$542K 0.12%
3,300
+800
142
$542K 0.12%
4,100
143
$538K 0.11%
5,500
+3,270
144
$533K 0.11%
19,150
145
$516K 0.11%
8,000
146
$503K 0.11%
6,000
147
$499K 0.11%
5,500
148
$499K 0.11%
9,300
149
$490K 0.1%
4,080
150
$480K 0.1%
14,206
-571
4 5
6
7 8