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
$408M
AUM Growth
-$6.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.5M
3
+$1.36M
4
LUV icon
Southwest Airlines
LUV
+$1.25M
5
LOW icon
Lowe's Companies
LOW
+$1.2M

Top Sells

1
+$2.43M
2
+$2.12M
3
+$1.74M
4
MCO icon
Moody's
MCO
+$1.32M
5
BLK icon
Blackrock
BLK
+$1.16M

Sector Composition

1 Healthcare 15.15%
2 Consumer Staples 13.39%
3 Consumer Discretionary 11.65%
4 Technology 8.61%
5 Financials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.8M 3.15%
243,538
+16,444
2
$11.6M 2.85%
52,456
-2,177
3
$11.1M 2.72%
100,144
+3,950
4
$10.4M 2.55%
96,351
-2,701
5
$10.3M 2.52%
172,079
-899
6
$10M 2.46%
256,154
-5,546
7
$9.85M 2.41%
88,257
+7,897
8
$9.27M 2.27%
313,215
+18,686
9
$9.17M 2.25%
160,555
-7,485
10
$8.72M 2.14%
114,043
-1,350
11
$8.62M 2.11%
159,525
+48
12
$8.33M 2.04%
132,881
+1,641
13
$7.97M 1.95%
81,233
-3,690
14
$7.77M 1.9%
285,292
-20,304
15
$7.46M 1.83%
137,890
+11,517
16
$7.32M 1.79%
87,511
-6,283
17
$7.14M 1.75%
60,089
+397
18
$6.32M 1.55%
50,292
+11,966
19
$6.32M 1.55%
65,778
+688
20
$6.28M 1.54%
129,864
-9,235
21
$6.27M 1.54%
87,018
-2,012
22
$6.16M 1.51%
57,990
+9,175
23
$6.07M 1.49%
52,559
-3,069
24
$6.03M 1.48%
94,442
+87
25
$5.97M 1.46%
39,189
-154
1
2 3 4 5