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
$407M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$999K
3
+$754K
4
OMC icon
Omnicom Group
OMC
+$496K
5
MNST icon
Monster Beverage
MNST
+$401K

Top Sells

1
+$3.13M
2
+$2.13M
3
+$2.06M
4
RTX icon
RTX Corp
RTX
+$1.81M
5
IBM icon
IBM
IBM
+$1.29M

Sector Composition

1 Healthcare 13.44%
2 Energy 11.25%
3 Technology 10.8%
4 Consumer Staples 10.28%
5 Consumer Discretionary 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$323K 0.08%
11,143
-60
152
$322K 0.08%
4,490
153
$316K 0.08%
20,433
-1,699
154
$316K 0.08%
4,500
155
$310K 0.08%
2,333
156
$304K 0.07%
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-300
157
$303K 0.07%
8,496
-1,000
158
$302K 0.07%
11,054
-7
159
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9,399
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160
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3,257
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161
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4,667
162
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163
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5,733
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164
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7,134
165
$285K 0.07%
15,104
-3,298
166
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167
$284K 0.07%
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168
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13,896
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169
$281K 0.07%
701,840
+49,280
170
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17,622
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171
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+9,341
172
$276K 0.07%
2,563
173
$274K 0.07%
4,800
174
$272K 0.07%
+3,039
175
$272K 0.07%
2,350
-300
5 6
7
8 9