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
$452M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.04M
3
+$1.66M
4
DXC icon
DXC Technology
DXC
+$1.42M
5
SPGI icon
S&P Global
SPGI
+$1.41M

Top Sells

1
+$1.97M
2
+$1.53M
3
+$1.21M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.09M
5
PBCT
People's United Financial Inc
PBCT
+$1.05M

Sector Composition

1 Healthcare 16.09%
2 Consumer Staples 12.96%
3 Technology 10.91%
4 Financials 9.95%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$314K 0.07%
+7,850
177
$304K 0.07%
1,400
178
$302K 0.07%
6,036
179
$300K 0.07%
2,427
180
$284K 0.06%
2,626
181
$284K 0.06%
5,211
+151
182
$273K 0.06%
+9,799
183
$272K 0.06%
2,401
184
$269K 0.06%
1,914
-25
185
$267K 0.06%
2,565
186
$266K 0.06%
+2,856
187
$263K 0.06%
5,000
188
$256K 0.06%
9,348
189
$255K 0.06%
+14,819
190
$249K 0.06%
2,230
+55
191
$248K 0.05%
10,060
-1,400
192
$243K 0.05%
2,843
+104
193
$238K 0.05%
+15,910
194
$237K 0.05%
2,550
195
$230K 0.05%
1,886
196
$218K 0.05%
+759
197
$211K 0.05%
+3,500
198
$209K 0.05%
+769
199
$204K 0.05%
4,000
200
$51K 0.01%
10,000
5 6 7
8
9