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
$705M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1 +$9.87M
2 +$2.21M
3 +$2.15M
4
TROW icon
T. Rowe Price
TROW
+$2.07M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.29M

Top Sells

1 +$1.18M
2 +$1.17M
3 +$949K
4
GWW icon
W.W. Grainger
GWW
+$892K
5
EXPD icon
Expeditors International
EXPD
+$890K

Sector Composition

1 Technology 17.27%
2 Healthcare 15.45%
3 Financials 10.82%
4 Consumer Discretionary 10.17%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$920K 0.13%
4,411
-624
152
$913K 0.13%
12,599
+616
153
$893K 0.13%
3,144
+764
154
$892K 0.13%
8,215
+587
155
$889K 0.13%
769
+136
156
$885K 0.13%
1,809
+16
157
$881K 0.13%
6,608
+5,088
158
$878K 0.12%
39,645
+12,870
159
$867K 0.12%
6,175
+641
160
$865K 0.12%
14,830
-355
161
$847K 0.12%
6,665
-450
162
$847K 0.12%
3,189
-342
163
$846K 0.12%
3,825
164
$842K 0.12%
9,570
-306
165
$838K 0.12%
13,980
+349
166
$832K 0.12%
+17,100
167
$831K 0.12%
2,222
-165
168
$826K 0.12%
3,483
169
$811K 0.12%
11,163
-109
170
$801K 0.11%
9,195
+495
171
$784K 0.11%
15,030
+1,380
172
$784K 0.11%
10,558
+6,726
173
$783K 0.11%
3,923
+288
174
$770K 0.11%
2,612
+291
175
$758K 0.11%
9,190