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
$452M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.04M
3
+$1.66M
4
DXC icon
DXC Technology
DXC
+$1.42M
5
SPGI icon
S&P Global
SPGI
+$1.41M

Top Sells

1
+$1.97M
2
+$1.53M
3
+$1.21M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.09M
5
PBCT
People's United Financial Inc
PBCT
+$1.05M

Sector Composition

1 Healthcare 16.09%
2 Consumer Staples 12.96%
3 Technology 10.91%
4 Financials 9.95%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$436K 0.1%
14,777
-190
152
$426K 0.09%
10,625
-246
153
$417K 0.09%
+4,826
154
$409K 0.09%
5,500
155
$401K 0.09%
3,154
156
$400K 0.09%
+2,500
157
$394K 0.09%
7,134
158
$389K 0.09%
7,300
159
$387K 0.09%
1,591
-250
160
$384K 0.09%
+8,260
161
$375K 0.08%
7,000
162
$374K 0.08%
3,140
163
$369K 0.08%
+9,500
164
$366K 0.08%
3,810
-3,386
165
$365K 0.08%
8,492
166
$364K 0.08%
+10,000
167
$350K 0.08%
1,680
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168
$339K 0.08%
4,406
+341
169
$330K 0.07%
+6,312
170
$329K 0.07%
3,935
171
$329K 0.07%
10,164
172
$325K 0.07%
3,075
173
$324K 0.07%
5,725
174
$321K 0.07%
11,185
-7
175
$319K 0.07%
7,081
5 6
7
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