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
$481M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$687K
3
+$659K
4
MPC icon
Marathon Petroleum
MPC
+$527K
5
FCX icon
Freeport-McMoran
FCX
+$421K

Top Sells

1
+$1.01M
2
+$918K
3
+$830K
4
AAPL icon
Apple
AAPL
+$689K
5
AVY icon
Avery Dennison
AVY
+$681K

Sector Composition

1 Healthcare 15.85%
2 Technology 12.27%
3 Financials 10.68%
4 Consumer Staples 10.62%
5 Industrials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$498K 0.1%
9,300
152
$495K 0.1%
10,765
-150
153
$491K 0.1%
9,440
-100
154
$486K 0.1%
4,080
155
$479K 0.1%
7,404
+1,600
156
$476K 0.1%
8,609
-2,063
157
$474K 0.1%
7,100
-200
158
$459K 0.1%
1,441
+33
159
$456K 0.09%
11,847
-2,359
160
$434K 0.09%
16,650
-2,500
161
$433K 0.09%
10,000
162
$428K 0.09%
3,350
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163
$428K 0.09%
1,591
164
$425K 0.09%
8,257
-135
165
$423K 0.09%
3,140
166
$421K 0.09%
+22,230
167
$415K 0.09%
+8,029
168
$402K 0.08%
7,134
169
$396K 0.08%
6,117
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170
$392K 0.08%
13,741
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171
$392K 0.08%
3,752
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172
$386K 0.08%
3,254
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173
$375K 0.08%
4,576
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174
$373K 0.08%
6,845
-278
175
$372K 0.08%
2,377
-50
5 6
7
8 9