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
$691M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$2.76M
3
+$2.4M
4
FDX icon
FedEx
FDX
+$1.62M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.29M

Top Sells

1
+$1.36M
2
+$1.27M
3
+$1.08M
4
NVDA icon
NVIDIA
NVDA
+$1.05M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.04M

Sector Composition

1 Technology 20.38%
2 Healthcare 17.78%
3 Financials 10.27%
4 Consumer Discretionary 8.7%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$925K 0.13%
5,006
+16
152
$920K 0.13%
39,960
+395
153
$915K 0.13%
10,274
+277
154
$914K 0.13%
2,609
-73
155
$907K 0.13%
2,028
+44
156
$902K 0.13%
334
+3
157
$890K 0.13%
1,834
-8
158
$869K 0.13%
9,135
-73
159
$869K 0.13%
6,899
+1,416
160
$868K 0.13%
17,602
+2,767
161
$865K 0.13%
6,262
-2,082
162
$852K 0.12%
16,445
-9,065
163
$848K 0.12%
25,147
+270
164
$842K 0.12%
7,729
+46
165
$841K 0.12%
7,691
+505
166
$841K 0.12%
9,305
+1,730
167
$822K 0.12%
2,028
-306
168
$811K 0.12%
2,128
+447
169
$798K 0.12%
27,804
-1,581
170
$784K 0.11%
8,110
+2,351
171
$779K 0.11%
16,693
-2,033
172
$775K 0.11%
19,330
-1,750
173
$773K 0.11%
5,578
+79
174
$772K 0.11%
6,625
+48
175
$772K 0.11%
11,422
+860
5 6
7
8 9