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
$890M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.47M
3
+$1.04M
4
META icon
Meta Platforms (Facebook)
META
+$1.04M
5
INCY icon
Incyte
INCY
+$971K

Top Sells

1
+$1.3M
2
+$1.26M
3
+$1.25M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1,000K
5
SBUX icon
Starbucks
SBUX
+$890K

Sector Composition

1 Technology 20.48%
2 Healthcare 16.44%
3 Financials 10.2%
4 Consumer Discretionary 8.09%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$639K 0.07%
35,320
-350
202
$634K 0.07%
2,607
-25
203
$609K 0.07%
2,247
+45
204
$607K 0.07%
6,743
-84
205
$606K 0.07%
4,142
-54
206
$599K 0.07%
4,875
-29
207
$598K 0.07%
5,793
-90
208
$594K 0.07%
1,278
-87
209
$591K 0.07%
4,613
-26
210
$583K 0.07%
3,756
-78
211
$566K 0.06%
9,880
-648
212
$555K 0.06%
+1,775
213
$554K 0.06%
6,902
-151
214
$553K 0.06%
2,911
+40
215
$551K 0.06%
5,575
+6
216
$526K 0.06%
5,395
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217
$503K 0.06%
4,620
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218
$491K 0.06%
3,498
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219
$489K 0.06%
7,714
-102
220
$488K 0.05%
1,965
+2
221
$481K 0.05%
6,219
+19
222
$480K 0.05%
3,803
+22
223
$477K 0.05%
6,107
-2,458
224
$475K 0.05%
3,810
-5
225
$466K 0.05%
4,860
7 8
9
10 11