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
$600M
AUM Growth
-$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.19M
3
+$1.09M
4
CVX icon
Chevron
CVX
+$1.07M
5
DUK icon
Duke Energy
DUK
+$1.05M

Top Sells

1
+$2.91M
2
+$2.15M
3
+$1.7M
4
NVDA icon
NVIDIA
NVDA
+$1.16M
5
QCOM icon
Qualcomm
QCOM
+$1.03M

Sector Composition

1 Healthcare 20.07%
2 Technology 16.61%
3 Financials 10.31%
4 Consumer Discretionary 9.02%
5 Consumer Staples 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.02M 0.17%
48,797
-5,325
127
$1.01M 0.17%
474
-4
128
$1M 0.17%
15,921
+76
129
$975K 0.16%
15,111
+20
130
$956K 0.16%
42,332
-144
131
$937K 0.16%
8,390
-63
132
$937K 0.16%
10,743
+242
133
$916K 0.15%
2,284
+193
134
$894K 0.15%
20,524
-13,203
135
$891K 0.15%
4,743
+350
136
$884K 0.15%
24,608
+200
137
$879K 0.15%
11,048
+1,648
138
$874K 0.15%
34,151
+519
139
$841K 0.14%
7,856
-132
140
$833K 0.14%
+12,492
141
$833K 0.14%
5,574
142
$830K 0.14%
17,700
-315
143
$812K 0.14%
32,597
+85
144
$811K 0.14%
47,174
-5,250
145
$799K 0.13%
24,477
+115
146
$780K 0.13%
2,950
-10
147
$777K 0.13%
4,659
-70
148
$764K 0.13%
4,189
+1,071
149
$762K 0.13%
9,170
-6,509
150
$759K 0.13%
37,192
-5,725
4 5
6
7 8