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
$600M
AUM Growth
-$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.19M
3
+$1.09M
4
CVX icon
Chevron
CVX
+$1.07M
5
DUK icon
Duke Energy
DUK
+$1.05M

Top Sells

1
+$2.91M
2
+$2.15M
3
+$1.7M
4
NVDA icon
NVIDIA
NVDA
+$1.16M
5
QCOM icon
Qualcomm
QCOM
+$1.03M

Sector Composition

1 Healthcare 20.07%
2 Technology 16.61%
3 Financials 10.31%
4 Consumer Discretionary 9.02%
5 Consumer Staples 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$522K 0.09%
1,782
+37
177
$519K 0.09%
8,505
-295
178
$519K 0.09%
1,956
+165
179
$504K 0.08%
11,560
-262
180
$503K 0.08%
17,143
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181
$493K 0.08%
6,789
-65
182
$486K 0.08%
6,488
-2,748
183
$485K 0.08%
3,985
-418
184
$472K 0.08%
2,110
-51
185
$462K 0.08%
4,168
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186
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4,288
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187
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14,327
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188
$453K 0.08%
7,103
-3,375
189
$442K 0.07%
12,914
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190
$435K 0.07%
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193
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194
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195
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3,950
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196
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7,172
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197
$417K 0.07%
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-2,000
198
$412K 0.07%
6,248
-1,612
199
$411K 0.07%
5,813
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200
$410K 0.07%
9,236
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8
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