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
$890M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.47M
3
+$1.04M
4
META icon
Meta Platforms (Facebook)
META
+$1.04M
5
INCY icon
Incyte
INCY
+$971K

Top Sells

1
+$1.3M
2
+$1.26M
3
+$1.25M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1,000K
5
SBUX icon
Starbucks
SBUX
+$890K

Sector Composition

1 Technology 20.48%
2 Healthcare 16.44%
3 Financials 10.2%
4 Consumer Discretionary 8.09%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$790K 0.09%
5,505
+97
177
$787K 0.09%
7,553
-50
178
$787K 0.09%
38,470
-535
179
$778K 0.09%
877
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180
$775K 0.09%
13,416
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181
$767K 0.09%
9,824
-793
182
$753K 0.08%
7,280
+10
183
$751K 0.08%
8,951
+110
184
$746K 0.08%
10,332
-117
185
$746K 0.08%
2,709
+21
186
$745K 0.08%
22,900
+6,065
187
$731K 0.08%
2,420
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188
$724K 0.08%
483
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189
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5,729
-2,050
190
$718K 0.08%
5,173
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191
$707K 0.08%
1,643
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193
$691K 0.08%
1
194
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3,333
-194
195
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4,814
-190
196
$676K 0.08%
4,553
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197
$667K 0.07%
4,774
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198
$661K 0.07%
9,205
-122
199
$659K 0.07%
6,867
-102
200
$643K 0.07%
4,854
-12
6 7
8
9 10