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
$600M
AUM Growth
-$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.19M
3
+$1.09M
4
CVX icon
Chevron
CVX
+$1.07M
5
DUK icon
Duke Energy
DUK
+$1.05M

Top Sells

1
+$2.91M
2
+$2.15M
3
+$1.7M
4
NVDA icon
NVIDIA
NVDA
+$1.16M
5
QCOM icon
Qualcomm
QCOM
+$1.03M

Sector Composition

1 Healthcare 20.07%
2 Technology 16.61%
3 Financials 10.31%
4 Consumer Discretionary 9.02%
5 Consumer Staples 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$409K 0.07%
5,435
-2,601
202
$406K 0.07%
+247
203
$405K 0.07%
1,934
-1,164
204
$401K 0.07%
2,308
-21
205
$400K 0.07%
1,932
+85
206
$394K 0.07%
4,859
207
$389K 0.06%
3,827
-157
208
$387K 0.06%
7,305
-80
209
$384K 0.06%
3,170
+13
210
$377K 0.06%
1,301
+510
211
$368K 0.06%
5,585
-2,641
212
$357K 0.06%
3,717
+119
213
$356K 0.06%
5,809
+39
214
$354K 0.06%
+4,817
215
$352K 0.06%
1,134
-2
216
$352K 0.06%
7,532
-4,192
217
$344K 0.06%
2,013
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218
$340K 0.06%
1,044
-4
219
$339K 0.06%
596
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220
$333K 0.06%
4,381
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221
$330K 0.06%
4,205
+175
222
$327K 0.05%
4,812
-453
223
$326K 0.05%
14,150
-2,472
224
$324K 0.05%
3,458
-38
225
$322K 0.05%
4,872
-30
7 8
9
10 11