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
201
$317K 0.07%
4,300
-2,271
202
$313K 0.06%
6,036
203
$304K 0.06%
+3,830
204
$298K 0.06%
7,350
-2,600
205
$295K 0.06%
+3,782
206
$289K 0.06%
+4,982
207
$288K 0.06%
3,825
+1,215
208
$285K 0.06%
1,886
209
$284K 0.06%
1,548
210
$283K 0.06%
3,000
-75
211
$283K 0.06%
+5,799
212
$276K 0.06%
1,689
213
$255K 0.05%
+6,020
214
$244K 0.05%
4,090
215
$243K 0.05%
5,310
-1,144
216
$242K 0.05%
3,682
-186
217
$240K 0.05%
2,127
-56
218
$239K 0.05%
2,600
+50
219
$238K 0.05%
+10,805
220
$218K 0.05%
+2,920
221
$217K 0.04%
+17,681
222
$215K 0.04%
+5,316
223
$214K 0.04%
+4,619
224
$204K 0.04%
+3,521
225
$201K 0.04%
+18,570
6 7 8
9
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