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
$452M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.04M
3
+$1.66M
4
DXC icon
DXC Technology
DXC
+$1.42M
5
SPGI icon
S&P Global
SPGI
+$1.41M

Top Sells

1
+$1.97M
2
+$1.53M
3
+$1.21M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.09M
5
PBCT
People's United Financial Inc
PBCT
+$1.05M

Sector Composition

1 Healthcare 16.09%
2 Consumer Staples 12.96%
3 Technology 10.91%
4 Financials 9.95%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.1M 3.13%
268,402
+916
2
$13.3M 2.95%
47,991
-1,535
3
$12.9M 2.85%
97,246
+5,140
4
$11M 2.43%
151,339
-1,797
5
$10.5M 2.33%
112,341
-1,883
6
$10.1M 2.24%
280,416
+11,992
7
$9.02M 2%
121,132
-1,440
8
$8.98M 1.99%
76,452
+519
9
$8.91M 1.97%
152,825
-1,269
10
$8.72M 1.93%
305,955
-15,067
11
$8.03M 1.78%
141,034
-5,022
12
$7.95M 1.76%
63,462
-1,234
13
$7.46M 1.65%
206,718
-33,574
14
$7.27M 1.61%
88,311
-1,750
15
$7.23M 1.6%
65,991
-724
16
$6.99M 1.55%
86,628
+9,221
17
$6.97M 1.54%
76,215
+14,723
18
$6.9M 1.53%
65,240
+1,745
19
$6.77M 1.5%
61,467
-478
20
$6.73M 1.49%
55,832
-16
21
$5.96M 1.32%
48,223
-3,520
22
$5.73M 1.27%
39,982
-250
23
$5.5M 1.22%
84,553
-1,250
24
$5.29M 1.17%
76,815
+6,397
25
$5.16M 1.14%
39,742
+4,450
1
2 3 4 5