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
$663M
AUM Growth
+$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.49M
3
+$1.44M
4
PSX icon
Phillips 66
PSX
+$1.17M
5
EXPD icon
Expeditors International
EXPD
+$938K

Top Sells

1
+$2.34M
2
+$1.57M
3
+$1.46M
4
PG icon
Procter & Gamble
PG
+$1.33M
5
LLY icon
Eli Lilly
LLY
+$1.15M

Sector Composition

1 Healthcare 20.8%
2 Technology 15.59%
3 Financials 10.5%
4 Consumer Discretionary 8.87%
5 Industrials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$565K 0.09%
1,733
+765
202
$563K 0.09%
1,950
+649
203
$550K 0.08%
6,563
+2,404
204
$540K 0.08%
4,488
+309
205
$540K 0.08%
11,570
+4,038
206
$538K 0.08%
1,921
+139
207
$521K 0.08%
4,241
-47
208
$520K 0.08%
8,259
+3,175
209
$512K 0.08%
11,906
+346
210
$512K 0.08%
4,541
+714
211
$503K 0.08%
5,118
-135
212
$500K 0.08%
9,950
+1,645
213
$500K 0.08%
2,781
+612
214
$488K 0.07%
1,981
+47
215
$481K 0.07%
34,086
+13,194
216
$465K 0.07%
6,087
+274
217
$464K 0.07%
10,188
+3,708
218
$464K 0.07%
5,292
+1,834
219
$463K 0.07%
9,236
220
$457K 0.07%
11,230
+4,163
221
$426K 0.06%
28,290
+8,310
222
$418K 0.06%
1,947
+15
223
$416K 0.06%
+1,256
224
$410K 0.06%
6,471
+1,895
225
$409K 0.06%
7,214
+614
7 8
9
10 11