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
$691M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$2.76M
3
+$2.4M
4
FDX icon
FedEx
FDX
+$1.62M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.29M

Top Sells

1
+$1.36M
2
+$1.27M
3
+$1.08M
4
NVDA icon
NVIDIA
NVDA
+$1.05M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.04M

Sector Composition

1 Technology 20.38%
2 Healthcare 17.78%
3 Financials 10.27%
4 Consumer Discretionary 8.7%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$768K 0.11%
5,176
-127
177
$759K 0.11%
47,595
-57,889
178
$752K 0.11%
4,334
-91
179
$742K 0.11%
3,514
+364
180
$741K 0.11%
6,880
-5,745
181
$740K 0.11%
2,828
+1,097
182
$737K 0.11%
562
+3
183
$733K 0.11%
4,110
-772
184
$733K 0.11%
8,316
+594
185
$722K 0.1%
5,137
-1
186
$721K 0.1%
5,880
-100
187
$713K 0.1%
9,834
+995
188
$713K 0.1%
3,154
+70
189
$711K 0.1%
20,290
-934
190
$708K 0.1%
10,486
+129
191
$689K 0.1%
5,544
-624
192
$670K 0.1%
+850
193
$670K 0.1%
+6,050
194
$662K 0.1%
10,716
-185
195
$636K 0.09%
2,850
-385
196
$636K 0.09%
8,414
-10,957
197
$624K 0.09%
+3,051
198
$621K 0.09%
8,256
+34
199
$617K 0.09%
8,787
+4,125
200
$611K 0.09%
+5,993
6 7
8
9 10