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
$433M
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Sells

1 +$9.24M
2 +$2.31M
3 +$1.84M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.82M
5
WELL icon
Welltower
WELL
+$1.24M

Sector Composition

1 Healthcare 17.31%
2 Technology 16.02%
3 Financials 12.1%
4 Consumer Discretionary 8.96%
5 Industrials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$85K 0.02%
2,135
202
$54K 0.01%
17,469
203
$30K 0.01%
+500
204
-4,170
205
-5,676
206
-2,000
207
-1,440
208
-2,667
209
-8,970
210
-4,515
211
-4,412
212
-1,551
213
-3,676
214
-11,422
215
-85,427
216
-1,400
217
-1,600
218
-6,025
219
-1,207
220
-1,920
221
-7,000
222
-2,550
223
-786
224
-2,480
225
-4,650