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
$600M
AUM Growth
-$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.19M
3
+$1.09M
4
CVX icon
Chevron
CVX
+$1.07M
5
DUK icon
Duke Energy
DUK
+$1.05M

Top Sells

1
+$2.91M
2
+$2.15M
3
+$1.7M
4
NVDA icon
NVIDIA
NVDA
+$1.16M
5
QCOM icon
Qualcomm
QCOM
+$1.03M

Sector Composition

1 Healthcare 20.07%
2 Technology 16.61%
3 Financials 10.31%
4 Consumer Discretionary 9.02%
5 Consumer Staples 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$756K 0.13%
2,732
+745
152
$752K 0.13%
694
-4
153
$749K 0.12%
3,530
-1,327
154
$740K 0.12%
2,215
+199
155
$735K 0.12%
4,325
+17
156
$735K 0.12%
15,051
+36
157
$729K 0.12%
14,839
-111
158
$692K 0.12%
6,210
+460
159
$678K 0.11%
4,135
-285
160
$672K 0.11%
28,250
+300
161
$667K 0.11%
8,313
-225
162
$660K 0.11%
9,242
+400
163
$654K 0.11%
14,902
+30
164
$636K 0.11%
6,552
-276
165
$623K 0.1%
21,455
+135
166
$623K 0.1%
6,921
-5
167
$618K 0.1%
17,262
-8,595
168
$607K 0.1%
3,920
-40
169
$602K 0.1%
3,334
-1,305
170
$599K 0.1%
6,985
+241
171
$576K 0.1%
13,390
+1,612
172
$567K 0.09%
+4,179
173
$545K 0.09%
10,346
+600
174
$538K 0.09%
5,590
-145
175
$531K 0.09%
3,789
+20
5 6
7
8 9