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
$705M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$2.21M
3
+$2.15M
4
TROW icon
T. Rowe Price
TROW
+$2.07M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.29M

Top Sells

1
+$1.18M
2
+$1.17M
3
+$949K
4
GWW icon
W.W. Grainger
GWW
+$892K
5
EXPD icon
Expeditors International
EXPD
+$890K

Sector Composition

1 Technology 17.27%
2 Healthcare 15.45%
3 Financials 10.82%
4 Consumer Discretionary 10.17%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$539K 0.08%
+5,851
202
$529K 0.08%
+33,642
203
$523K 0.07%
2,389
-1,026
204
$523K 0.07%
7,559
-1,475
205
$515K 0.07%
5,232
206
$505K 0.07%
10,032
-58
207
$499K 0.07%
2,022
-70
208
$494K 0.07%
3,849
-2,581
209
$492K 0.07%
+8,262
210
$486K 0.07%
19,342
-450
211
$484K 0.07%
6,465
+974
212
$479K 0.07%
8,836
+368
213
$471K 0.07%
1,911
-51
214
$462K 0.07%
3,160
+10
215
$457K 0.06%
7,005
-155
216
$454K 0.06%
5,772
-2
217
$448K 0.06%
1,670
218
$442K 0.06%
11,039
+3,395
219
$437K 0.06%
3,313
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220
$428K 0.06%
3,623
-1,576
221
$425K 0.06%
15,100
-11,300
222
$424K 0.06%
7,591
+158
223
$420K 0.06%
4,917
-5
224
$407K 0.06%
1,135
-36
225
$405K 0.06%
1,821
-69
7 8
9
10 11