CCG

Cypress Capital Group Portfolio holdings

AUM $804M
1-Year Est. Return 18.25%
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$485M
AUM Growth
+$8.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.05M
3
+$1.61M
4
ZTS icon
Zoetis
ZTS
+$1.57M
5
MPC icon
Marathon Petroleum
MPC
+$1.27M

Top Sells

1
+$2.83M
2
+$2.33M
3
+$1.39M
4
PM icon
Philip Morris
PM
+$1.32M
5
SBUX icon
Starbucks
SBUX
+$1.3M

Sector Composition

1 Healthcare 15.6%
2 Technology 14.12%
3 Financials 12.15%
4 Industrials 9.57%
5 Consumer Discretionary 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$531K 0.11%
4,265
+1,700
152
$529K 0.11%
4,814
+600
153
$527K 0.11%
9,908
-223
154
$527K 0.11%
8,783
+1,361
155
$524K 0.11%
5,679
-72
156
$516K 0.11%
10,225
+3,940
157
$515K 0.11%
3,505
+1,040
158
$509K 0.11%
11,190
+4,480
159
$506K 0.1%
11,990
+429
160
$491K 0.1%
7,100
161
$490K 0.1%
2,900
+1,015
162
$489K 0.1%
+10,005
163
$479K 0.1%
9,020
164
$477K 0.1%
3,591
-1,740
165
$476K 0.1%
6,202
+2,618
166
$467K 0.1%
3,247
+107
167
$460K 0.09%
5,506
+2,211
168
$452K 0.09%
3,391
+37
169
$450K 0.09%
2,314
+80
170
$446K 0.09%
8,925
-565
171
$442K 0.09%
8,177
+135
172
$437K 0.09%
5,980
173
$436K 0.09%
9,814
+262
174
$435K 0.09%
24,000
+2,000
175
$430K 0.09%
+6,326
5 6
7
8 9