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
$705M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$2.21M
3
+$2.15M
4
TROW icon
T. Rowe Price
TROW
+$2.07M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.29M

Top Sells

1
+$1.18M
2
+$1.17M
3
+$949K
4
GWW icon
W.W. Grainger
GWW
+$892K
5
EXPD icon
Expeditors International
EXPD
+$890K

Sector Composition

1 Technology 17.27%
2 Healthcare 15.45%
3 Financials 10.82%
4 Consumer Discretionary 10.17%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.14M 0.16%
4,089
+548
127
$1.14M 0.16%
14,320
+5,105
128
$1.14M 0.16%
14,533
+1,181
129
$1.13M 0.16%
4,087
-34
130
$1.13M 0.16%
41,483
+16,500
131
$1.12M 0.16%
799
-129
132
$1.09M 0.15%
29,515
+6,005
133
$1.09M 0.15%
+15,874
134
$1.07M 0.15%
20,403
-692
135
$1.05M 0.15%
17,211
+3,018
136
$1.04M 0.15%
41,510
-22,100
137
$1.03M 0.15%
12,619
-300
138
$1.02M 0.14%
8,640
-95
139
$1.01M 0.14%
17,755
-625
140
$983K 0.14%
19,209
+3,327
141
$972K 0.14%
3,751
-2,786
142
$969K 0.14%
4,464
143
$963K 0.14%
14,068
+11,060
144
$962K 0.14%
12,392
-1,460
145
$957K 0.14%
7,629
+400
146
$951K 0.13%
+4,943
147
$941K 0.13%
8,194
+2,692
148
$932K 0.13%
+9,507
149
$929K 0.13%
5,465
-3,702
150
$926K 0.13%
4,307
-1,364
4 5
6
7 8