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
$469M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$878K
3
+$785K
4
DD icon
DuPont de Nemours
DD
+$769K
5
JPM icon
JPMorgan Chase
JPM
+$765K

Top Sells

1
+$5.5M
2
+$1.11M
3
+$981K
4
SBUX icon
Starbucks
SBUX
+$715K
5
DD
Du Pont De Nemours E I
DD
+$661K

Sector Composition

1 Healthcare 16.38%
2 Technology 11.86%
3 Consumer Staples 10.89%
4 Financials 10.43%
5 Industrials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$475K 0.1%
10,915
152
$474K 0.1%
+4,521
153
$470K 0.1%
9,540
-636
154
$467K 0.1%
10,672
+47
155
$465K 0.1%
3,406
+331
156
$442K 0.09%
7,300
157
$441K 0.09%
1,408
+639
158
$421K 0.09%
7,134
159
$411K 0.09%
3,810
160
$410K 0.09%
13,079
+3,579
161
$402K 0.09%
1,591
162
$394K 0.08%
4,826
163
$393K 0.08%
3,140
164
$388K 0.08%
8,392
-100
165
$384K 0.08%
10,224
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166
$382K 0.08%
1,785
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167
$379K 0.08%
10,000
168
$373K 0.08%
3,093
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169
$365K 0.08%
+7,008
170
$364K 0.08%
5,804
+2,304
171
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10,915
-270
172
$356K 0.08%
3,971
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173
$351K 0.07%
+4,606
174
$350K 0.07%
7,850
175
$345K 0.07%
5,769
+44
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