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
$419M
AUM Growth
-$8.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.3M
3
+$821K
4
NOV icon
NOV
NOV
+$738K
5
MCK icon
McKesson
MCK
+$727K

Top Sells

1
+$4.11M
2
+$2.1M
3
+$1.08M
4
NVDA icon
NVIDIA
NVDA
+$899K
5
XOM icon
Exxon Mobil
XOM
+$873K

Sector Composition

1 Healthcare 15.43%
2 Consumer Staples 13.74%
3 Consumer Discretionary 10.09%
4 Technology 8.63%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$302K 0.07%
3,748
+1,155
152
$291K 0.07%
+3,618
153
$288K 0.07%
3,375
154
$286K 0.07%
+2,266
155
$282K 0.07%
4,061
-3,029
156
$278K 0.07%
7,344
+121
157
$274K 0.07%
6,036
158
$258K 0.06%
+5,000
159
$257K 0.06%
+6,615
160
$257K 0.06%
+6,191
161
$256K 0.06%
2,550
162
$249K 0.06%
+2,580
163
$245K 0.06%
1,400
164
$245K 0.06%
2,739
165
$243K 0.06%
+3,558
166
$234K 0.06%
5,000
167
$233K 0.06%
+2,725
168
$231K 0.06%
2,602
-535
169
$223K 0.05%
+8,145
170
$222K 0.05%
+5,610
171
$219K 0.05%
+6,619
172
$217K 0.05%
18,000
+5,135
173
$216K 0.05%
2,500
-525
174
$216K 0.05%
7,366
175
$208K 0.05%
+3,096
4 5 6
7
8