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
$835M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$8.93M
3
+$4.68M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.97M
5
INDY icon
iShares S&P India Nifty 50 Index Fund
INDY
+$1.57M

Top Sells

1
+$15M
2
+$9.95M
3
+$1.2M
4
IT icon
Gartner
IT
+$1.12M
5
AZO icon
AutoZone
AZO
+$1.04M

Sector Composition

1 Technology 19.01%
2 Healthcare 17.13%
3 Financials 10.58%
4 Consumer Discretionary 8.42%
5 Energy 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$235K 0.03%
1,576
+25
277
$230K 0.03%
8,745
278
$227K 0.03%
1,719
-20
279
$219K 0.03%
1,922
-8,039
280
$215K 0.03%
2,005
281
$215K 0.03%
1,717
-7,626
282
$213K 0.03%
2,825
-258
283
$212K 0.03%
1,470
-516
284
$212K 0.03%
+535
285
$211K 0.03%
139
-29
286
$211K 0.03%
862
-120
287
$211K 0.03%
1,600
-550
288
$205K 0.02%
4,068
+316
289
$107K 0.01%
10,741
290
$86.3K 0.01%
25,000
-30,000
291
$29K ﹤0.01%
+10,000
292
$8.41K ﹤0.01%
1,200
293
– –
-6,758
294
– –
-6,229
295
– –
-1,659
296
– –
-402
297
– –
-8,951
298
– –
-10,509
299
– –
-5,055
300
– –
-25,241
9 10 11
12
13