CCG

Cypress Capital Group Portfolio holdings

AUM $836M
1-Year Est. Return 20.24%
This Quarter Est. Return
1 Year Est. Return
+20.24%
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
State Street Energy Select Sector SPDR ETF
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
301
-1,155
302
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303
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304
-2,066
305
-5,993
306
-1,273
307
-1,655
308
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309
-8,908
310
-6,681
311
-21,012