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
$481M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$687K
3
+$659K
4
MPC icon
Marathon Petroleum
MPC
+$527K
5
FCX icon
Freeport-McMoran
FCX
+$421K

Top Sells

1
+$1.01M
2
+$918K
3
+$830K
4
AAPL icon
Apple
AAPL
+$689K
5
AVY icon
Avery Dennison
AVY
+$681K

Sector Composition

1 Healthcare 15.85%
2 Technology 12.27%
3 Financials 10.68%
4 Consumer Staples 10.62%
5 Industrials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$372K 0.08%
9,906
-318
177
$369K 0.08%
5,015
+409
178
$367K 0.08%
2,375
+925
179
$362K 0.08%
7,078
+70
180
$358K 0.07%
7,850
181
$349K 0.07%
1,400
182
$342K 0.07%
+12,056
183
$336K 0.07%
3,194
+21
184
$331K 0.07%
3,935
185
$330K 0.07%
6,036
186
$317K 0.07%
2,772
-99
187
$311K 0.06%
11,135
+1,075
188
$310K 0.06%
2,148
189
$306K 0.06%
3,939
+1,096
190
$279K 0.06%
1,548
191
$274K 0.06%
4,510
-490
192
$273K 0.06%
1,886
193
$271K 0.06%
1,779
-125
194
$263K 0.05%
+3,022
195
$259K 0.05%
8,400
+1,400
196
$247K 0.05%
+3,868
197
$242K 0.05%
2,550
198
$233K 0.05%
+2,885
199
$218K 0.05%
+7,647
200
$208K 0.04%
+14,474
5 6 7
8
9