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
$691M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$2.76M
3
+$2.4M
4
FDX icon
FedEx
FDX
+$1.62M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.29M

Top Sells

1
+$1.36M
2
+$1.27M
3
+$1.08M
4
NVDA icon
NVIDIA
NVDA
+$1.05M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.04M

Sector Composition

1 Technology 20.38%
2 Healthcare 17.78%
3 Financials 10.27%
4 Consumer Discretionary 8.7%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.1M 6.37%
227,114
+3,592
2
$28.6M 4.14%
61,015
-503
3
$28.5M 4.13%
83,758
-1,872
4
$18.7M 2.7%
78,735
-42
5
$16.7M 2.42%
36,332
-735
6
$15.2M 2.19%
112,622
-3,859
7
$13.6M 1.97%
82,147
-6,553
8
$11.3M 1.63%
25,313
+1,473
9
$10.6M 1.53%
72,702
+7,447
10
$10.2M 1.47%
29,863
+1,715
11
$9.95M 1.44%
32,238
-542
12
$9.86M 1.43%
22,251
+972
13
$8.95M 1.3%
56,905
-2,187
14
$8.74M 1.26%
80,144
-1,492
15
$8.54M 1.24%
28,631
+3,059
16
$8.32M 1.2%
77,618
-3,129
17
$8.21M 1.19%
96,877
-2,679
18
$8.14M 1.18%
20,693
+59
19
$8.05M 1.16%
25,926
-221
20
$7.62M 1.1%
20,628
+2,471
21
$7.35M 1.06%
56,354
+1,943
22
$7.09M 1.03%
31,410
-3,027
23
$6.81M 0.99%
60,901
-108
24
$6.75M 0.98%
128,790
-1,092
25
$6.63M 0.96%
67,656
-474
1
2 3 4 5