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
$469M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$878K
3
+$785K
4
DD icon
DuPont de Nemours
DD
+$769K
5
JPM icon
JPMorgan Chase
JPM
+$765K

Top Sells

1
+$5.5M
2
+$1.11M
3
+$981K
4
SBUX icon
Starbucks
SBUX
+$715K
5
DD
Du Pont De Nemours E I
DD
+$661K

Sector Composition

1 Healthcare 16.38%
2 Technology 11.86%
3 Consumer Staples 10.89%
4 Financials 10.43%
5 Industrials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$343K 0.07%
7,123
+42
177
$336K 0.07%
+3,173
178
$335K 0.07%
2,880
+315
179
$330K 0.07%
3,935
180
$318K 0.07%
6,036
181
$316K 0.07%
1,400
182
$306K 0.07%
2,871
+15
183
$305K 0.07%
2,427
184
$303K 0.06%
2,601
-25
185
$299K 0.06%
7,000
186
$290K 0.06%
+2,148
187
$289K 0.06%
15,960
+50
188
$282K 0.06%
1,904
-10
189
$280K 0.06%
5,000
190
$279K 0.06%
10,029
+230
191
$260K 0.06%
10,060
192
$249K 0.05%
1,886
193
$248K 0.05%
+1,017
194
$246K 0.05%
1,548
-2,934
195
$244K 0.05%
2,550
196
$238K 0.05%
2,095
-306
197
$221K 0.05%
2,843
198
$218K 0.05%
+3,940
199
$203K 0.04%
+1,450
200
$138K 0.03%
+12,567
5 6 7
8
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