CCG

Cypress Capital Group Portfolio holdings

AUM $893M
1-Year Est. Return 27.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.33%
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
+$1.15M
2
+$690K
3
+$658K
4
MPC icon
Marathon Petroleum
MPC
+$488K
5
HUM icon
Humana
HUM
+$398K

Top Sells

1
+$923K
2
+$859K
3
+$857K
4
AAPL icon
Apple
AAPL
+$680K
5
SBUX icon
Starbucks
SBUX
+$659K

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
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