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
$815M
AUM Growth
-$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.43M
3
+$1.22M
4
MSI icon
Motorola Solutions
MSI
+$1.01M
5
JBL icon
Jabil
JBL
+$975K

Top Sells

1
+$2.77M
2
+$2.44M
3
+$1.9M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
DOW icon
Dow Inc
DOW
+$1.02M

Sector Composition

1 Technology 22.45%
2 Healthcare 15.1%
3 Financials 11.38%
4 Consumer Discretionary 8.27%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$401K 0.05%
4,850
-10
202
$397K 0.05%
5,242
-1,396
203
$395K 0.05%
6,714
-199
204
$387K 0.05%
10,768
-1,532
205
$377K 0.05%
6,578
-324
206
$360K 0.04%
1,500
-394
207
$355K 0.04%
4,625
-4,580
208
$353K 0.04%
3,336
-467
209
$350K 0.04%
4,714
-2,153
210
$349K 0.04%
5,893
-194
211
$344K 0.04%
34,800
-200
212
$344K 0.04%
3,875
-1,700
213
$340K 0.04%
6,584
-545
214
$340K 0.04%
1,547
-47
215
$340K 0.04%
+2,208
216
$339K 0.04%
2,946
-74
217
$338K 0.04%
1,637
-255
218
$334K 0.04%
+1,805
219
$332K 0.04%
10,555
-2,916
220
$330K 0.04%
2,190
-1,566
221
$330K 0.04%
2,495
-2,319
222
$329K 0.04%
3,826
-3,454
223
$325K 0.04%
6,000
-353
224
$323K 0.04%
6,350
+500
225
$322K 0.04%
3,138
-3,605
7 8
9
10 11