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
$663M
AUM Growth
+$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.49M
3
+$1.44M
4
PSX icon
Phillips 66
PSX
+$1.17M
5
EXPD icon
Expeditors International
EXPD
+$938K

Top Sells

1
+$2.34M
2
+$1.57M
3
+$1.46M
4
PG icon
Procter & Gamble
PG
+$1.33M
5
LLY icon
Eli Lilly
LLY
+$1.15M

Sector Composition

1 Healthcare 20.8%
2 Technology 15.59%
3 Financials 10.5%
4 Consumer Discretionary 8.87%
5 Industrials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.15M 0.17%
4,992
+177
127
$1.14M 0.17%
16,235
+300
128
$1.11M 0.17%
26,309
+545
129
$1.11M 0.17%
5,480
-733
130
$1.09M 0.16%
32,813
-1,338
131
$1.08M 0.16%
2,304
+20
132
$1.08M 0.16%
8,615
+2,405
133
$1.06M 0.16%
3,213
+108
134
$1.03M 0.16%
24,600
-19,460
135
$1.03M 0.16%
4,294
+159
136
$1.02M 0.15%
18,075
+375
137
$1.01M 0.15%
3,986
-2,336
138
$1.01M 0.15%
8,642
-528
139
$1.01M 0.15%
30,425
-4,972
140
$1.01M 0.15%
4,698
+39
141
$1M 0.15%
7,902
+5,927
142
$986K 0.15%
9,266
-2,710
143
$967K 0.15%
20,813
-7,418
144
$961K 0.15%
2,241
+26
145
$945K 0.14%
12,292
-200
146
$941K 0.14%
18,669
+3,767
147
$938K 0.14%
+9,024
148
$918K 0.14%
2,732
149
$918K 0.14%
34,158
+1,561
150
$915K 0.14%
23,634
-843
4 5
6
7 8