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
$691M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$2.76M
3
+$2.4M
4
FDX icon
FedEx
FDX
+$1.62M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.29M

Top Sells

1
+$1.36M
2
+$1.27M
3
+$1.08M
4
NVDA icon
NVIDIA
NVDA
+$1.05M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.04M

Sector Composition

1 Technology 20.38%
2 Healthcare 17.78%
3 Financials 10.27%
4 Consumer Discretionary 8.7%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$608K 0.09%
2,826
-1,696
202
$599K 0.09%
17,524
+566
203
$582K 0.08%
11,394
-190
204
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4,039
-192
205
$578K 0.08%
+25,241
206
$570K 0.08%
6,997
-19
207
$552K 0.08%
8,370
-141
208
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12,372
-1,708
209
$546K 0.08%
9,129
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210
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30,518
-2,857
211
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4,330
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212
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+647
213
$519K 0.08%
6,200
214
$518K 0.07%
1
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215
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6,296
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18,858
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218
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6,098
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219
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28,290
220
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221
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3,985
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222
$476K 0.07%
1,963
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223
$472K 0.07%
4,941
-408
224
$462K 0.07%
3,843
-161
225
$453K 0.07%
6,099
+12
7 8
9
10 11