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
$600M
AUM Growth
-$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.19M
3
+$1.09M
4
CVX icon
Chevron
CVX
+$1.07M
5
DUK icon
Duke Energy
DUK
+$1.05M

Top Sells

1
+$2.91M
2
+$2.15M
3
+$1.7M
4
NVDA icon
NVIDIA
NVDA
+$1.16M
5
QCOM icon
Qualcomm
QCOM
+$1.03M

Sector Composition

1 Healthcare 20.07%
2 Technology 16.61%
3 Financials 10.31%
4 Consumer Discretionary 9.02%
5 Consumer Staples 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32M 5.34%
231,766
+3,458
2
$23.7M 3.95%
73,311
-2,951
3
$18.7M 3.12%
80,348
-1,619
4
$17.2M 2.87%
44,650
-1,316
5
$16.1M 2.68%
119,622
-5,396
6
$15.1M 2.52%
92,549
-4,671
7
$14.8M 2.47%
83,491
-2,690
8
$9.16M 1.53%
35,589
-2,194
9
$9.12M 1.52%
94,288
-6,446
10
$8.37M 1.4%
30,330
-1,978
11
$8.32M 1.39%
23,199
+501
12
$8.17M 1.36%
114,912
+6,747
13
$8.11M 1.35%
171,284
-45,498
14
$8.06M 1.34%
77,133
-5,224
15
$7.6M 1.27%
122,363
-1,737
16
$7.56M 1.26%
153,494
-10,783
17
$7.53M 1.26%
42,508
-3,509
18
$7.41M 1.23%
66,018
-1,504
19
$7.4M 1.23%
51,513
+7,469
20
$7.2M 1.2%
26,958
+2,010
21
$7.17M 1.2%
69,935
-4,349
22
$7.1M 1.18%
37,800
-1,054
23
$6.73M 1.12%
29,180
-1,150
24
$6.44M 1.07%
22,664
-1,008
25
$6.25M 1.04%
55,275
-1,835
1
2 3 4 5