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
$890M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.47M
3
+$1.04M
4
META icon
Meta Platforms (Facebook)
META
+$1.04M
5
INCY icon
Incyte
INCY
+$971K

Top Sells

1
+$1.3M
2
+$1.26M
3
+$1.25M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1,000K
5
SBUX icon
Starbucks
SBUX
+$890K

Sector Composition

1 Technology 20.48%
2 Healthcare 16.44%
3 Financials 10.2%
4 Consumer Discretionary 8.09%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.15M 0.13%
19,180
-20
127
$1.14M 0.13%
28,773
-365
128
$1.13M 0.13%
3,271
-48
129
$1.12M 0.13%
12,473
+2,798
130
$1.12M 0.13%
1,441
-42
131
$1.11M 0.13%
2,666
+708
132
$1.1M 0.12%
568
+16
133
$1.1M 0.12%
16,865
-1,177
134
$1.1M 0.12%
5,558
+590
135
$1.09M 0.12%
9,354
+796
136
$1.07M 0.12%
13,303
-211
137
$1.07M 0.12%
13,995
-840
138
$1.07M 0.12%
8,665
+67
139
$1.06M 0.12%
11,591
-545
140
$1.04M 0.12%
+36,510
141
$1.04M 0.12%
11,779
142
$1.04M 0.12%
18,014
-487
143
$1.02M 0.11%
7,161
-114
144
$1.02M 0.11%
18,645
-5,241
145
$1.01M 0.11%
3,732
+21
146
$1M 0.11%
27,987
-4
147
$971K 0.11%
+14,695
148
$967K 0.11%
14,847
-104
149
$963K 0.11%
10,603
-550
150
$962K 0.11%
3,671
+43
4 5
6
7 8