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
$479M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$15.2M
3
+$14.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.2M
5
T icon
AT&T
T
+$11.1M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 11.36%
2 Consumer Staples 11.31%
3 Energy 10.79%
4 Technology 10.4%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.62M 1.17%
+396,648
27
$5.59M 1.17%
+149,696
28
$5.14M 1.07%
+125,574
29
$5.12M 1.07%
+127,755
30
$5.11M 1.07%
+188,085
31
$5.03M 1.05%
+143,684
32
$5M 1.04%
+68,288
33
$4.91M 1.03%
+119,046
34
$4.85M 1.01%
+89,050
35
$4.84M 1.01%
+46,090
36
$4.83M 1.01%
+18,825
37
$4.83M 1.01%
+86,759
38
$4.79M 1%
+52,335
39
$4.63M 0.97%
+102,418
40
$4.58M 0.96%
+90,965
41
$4.45M 0.93%
+66,454
42
$4.41M 0.92%
+158,880
43
$4.2M 0.88%
+93,835
44
$3.99M 0.83%
+89,025
45
$3.94M 0.82%
+126,700
46
$3.85M 0.8%
+106,535
47
$3.81M 0.8%
+81,191
48
$3.78M 0.79%
+46,260
49
$3.71M 0.78%
+61,748
50
$3.63M 0.76%
+54,328
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