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
$408M
AUM Growth
-$6.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.5M
3
+$1.36M
4
LUV icon
Southwest Airlines
LUV
+$1.25M
5
LOW icon
Lowe's Companies
LOW
+$1.2M

Top Sells

1
+$2.43M
2
+$2.12M
3
+$1.74M
4
MCO icon
Moody's
MCO
+$1.32M
5
BLK icon
Blackrock
BLK
+$1.16M

Sector Composition

1 Healthcare 15.15%
2 Consumer Staples 13.39%
3 Consumer Discretionary 11.65%
4 Technology 8.61%
5 Financials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$268K 0.07%
3,181
-239
152
$268K 0.07%
3,813
-153
153
$260K 0.06%
6,036
-1,020
154
$253K 0.06%
2,550
155
$244K 0.06%
5,000
-2,200
156
$231K 0.06%
+1,850
157
$228K 0.06%
1,400
158
$216K 0.05%
+3,375
159
$215K 0.05%
+2,739
160
$209K 0.05%
7,266
-580
161
$208K 0.05%
+4,477
162
$207K 0.05%
+2,702
163
$156K 0.04%
18,062
164
$28K 0.01%
10,000
165
$27K 0.01%
10,000
166
– –
-3,000
167
– –
-2,827
168
– –
-3,251
169
– –
-4,146
170
– –
-10,480
171
– –
-11,000
172
– –
-7,800
173
– –
-1,089
174
– –
-9,750
175
– –
-3,764
4 5 6
7
8