CCG

Cypress Capital Group Portfolio holdings

AUM $893M
1-Year Est. Return 27.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$408M
AUM Growth
-$6.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1 +$1.69M
2 +$1.43M
3 +$1.32M
4
LUV icon
Southwest Airlines
LUV
+$1.14M
5
LOW icon
Lowe's Companies
LOW
+$1.11M

Top Sells

1 +$2.23M
2 +$2.01M
3 +$1.71M
4
MCO icon
Moody's
MCO
+$1.23M
5
BLK icon
Blackrock
BLK
+$1.08M

Sector Composition

1 Healthcare 15.15%
2 Consumer Staples 13.39%
3 Consumer Discretionary 11.65%
4 Technology 8.61%
5 Financials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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-17,700