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
$692M
AUM Growth
+$912K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$4.68M
3
+$4.02M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.67M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$1.53M

Top Sells

1
+$2.08M
2
+$1.31M
3
+$992K
4
TGT icon
Target
TGT
+$980K
5
GPC icon
Genuine Parts
GPC
+$712K

Sector Composition

1 Technology 19.33%
2 Healthcare 17.59%
3 Financials 10.31%
4 Consumer Discretionary 8.46%
5 Energy 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$307K 0.04%
5,091
-682
252
$301K 0.04%
2,017
-10
253
$294K 0.04%
7,160
254
$294K 0.04%
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255
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2,596
256
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257
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258
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259
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260
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-16
261
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262
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263
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2,145
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264
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265
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266
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267
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268
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269
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270
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271
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1,156
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272
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1,986
273
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2,255
-64
274
$233K 0.03%
4,247
+163
275
$233K 0.03%
3,635
9 10
11
12 13