CCG

Cypress Capital Group Portfolio holdings

AUM $804M
1-Year Est. Return 18.25%
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$485M
AUM Growth
+$8.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.05M
3
+$1.61M
4
ZTS icon
Zoetis
ZTS
+$1.57M
5
MPC icon
Marathon Petroleum
MPC
+$1.27M

Top Sells

1
+$2.83M
2
+$2.33M
3
+$1.39M
4
PM icon
Philip Morris
PM
+$1.32M
5
SBUX icon
Starbucks
SBUX
+$1.3M

Sector Composition

1 Healthcare 15.6%
2 Technology 14.12%
3 Financials 12.15%
4 Industrials 9.57%
5 Consumer Discretionary 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$419K 0.09%
3,148
-860
177
$417K 0.09%
+8,500
178
$411K 0.08%
+5,511
179
$404K 0.08%
12,310
+4,329
180
$401K 0.08%
+3,463
181
$399K 0.08%
+7,602
182
$393K 0.08%
3,208
183
$387K 0.08%
2,819
184
$382K 0.08%
2,732
+625
185
$382K 0.08%
5,915
186
$381K 0.08%
+7,480
187
$381K 0.08%
14,338
+2,750
188
$380K 0.08%
2,401
-14
189
$377K 0.08%
+11,997
190
$377K 0.08%
6,759
-375
191
$376K 0.08%
9,980
192
$375K 0.08%
21,715
+100
193
$363K 0.07%
+7,324
194
$360K 0.07%
13,128
-320
195
$357K 0.07%
+4,265
196
$356K 0.07%
2,235
197
$337K 0.07%
3,280
198
$332K 0.07%
1,463
+63
199
$323K 0.07%
+3,967
200
$317K 0.07%
6,872
+119
6 7
8
9 10