CCG

Cypress Capital Group Portfolio holdings

AUM $804M
1-Year Est. Return 18.25%
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$528M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 16.32%
2 Technology 15.06%
3 Financials 11.68%
4 Industrials 9.94%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$799K 0.15%
7,791
-4,275
127
$786K 0.15%
+37,890
128
$779K 0.15%
2,205
+340
129
$741K 0.14%
14,530
+7,050
130
$740K 0.14%
15,100
+6,600
131
$739K 0.14%
4,739
+1,492
132
$727K 0.14%
14,030
-2,810
133
$727K 0.14%
5,509
134
$722K 0.14%
2,834
-461
135
$722K 0.14%
13,510
-1,701
136
$703K 0.13%
3,523
-153
137
$699K 0.13%
11,198
-102
138
$695K 0.13%
2,052
-100
139
$692K 0.13%
3,324
-3
140
$679K 0.13%
12,578
+2,573
141
$674K 0.13%
4,636
-198
142
$672K 0.13%
7,825
-426
143
$662K 0.13%
9,739
-3,504
144
$660K 0.13%
25,622
-593
145
$659K 0.12%
8,000
146
$651K 0.12%
4,326
-46
147
$643K 0.12%
4,000
148
$641K 0.12%
8,791
+8
149
$632K 0.12%
10,637
+729
150
$623K 0.12%
5,114
+300