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
$652M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$2.77M
3
+$1.72M
4
VLO icon
Valero Energy
VLO
+$1.41M
5
DOW icon
Dow Inc
DOW
+$1.31M

Top Sells

1
+$3.36M
2
+$2.97M
3
+$2.97M
4
INTU icon
Intuit
INTU
+$1.85M
5
CMA icon
Comerica
CMA
+$1.75M

Sector Composition

1 Healthcare 18.44%
2 Technology 18.15%
3 Financials 10.19%
4 Consumer Discretionary 8.82%
5 Consumer Staples 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.19M 0.18%
7,722
-1,076
127
$1.14M 0.17%
3,719
-1,098
128
$1.12M 0.17%
8,344
-3,460
129
$1.08M 0.17%
440
-34
130
$1.08M 0.17%
4,129
-174
131
$1.08M 0.17%
26,204
-105
132
$1.06M 0.16%
27,944
+4,705
133
$1.03M 0.16%
4,522
-2,362
134
$990K 0.15%
33,725
-433
135
$989K 0.15%
14,876
+37
136
$981K 0.15%
8,908
-116
137
$971K 0.15%
4,244
-50
138
$971K 0.15%
+10,439
139
$970K 0.15%
3,917
-69
140
$964K 0.15%
2,334
+93
141
$963K 0.15%
+1,984
142
$951K 0.15%
16,800
-1,275
143
$948K 0.15%
39,565
-3,641
144
$934K 0.14%
24,877
+1,243
145
$924K 0.14%
9,864
-52
146
$905K 0.14%
14,310
+9,941
147
$901K 0.14%
8,853
-34
148
$900K 0.14%
8,470
+1,006
149
$894K 0.14%
4,882
+3,585
150
$891K 0.14%
15,187
+271
4 5
6
7 8