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
$428M
AUM Growth
+$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.6M
3
+$1.53M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.2M
5
SPGI icon
S&P Global
SPGI
+$1.15M

Top Sells

1
+$3.69M
2
+$2.79M
3
+$2.53M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.27M
5
WMT icon
Walmart
WMT
+$1.29M

Sector Composition

1 Healthcare 15.79%
2 Consumer Staples 13.19%
3 Consumer Discretionary 10.3%
4 Technology 9.85%
5 Financials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.33M 1.25%
40,232
27
$5.27M 1.23%
80,027
-170
28
$4.78M 1.12%
43,751
-162
29
$4.64M 1.08%
70,418
+6,968
30
$4.42M 1.03%
57,515
-4,400
31
$4.39M 1.03%
35,292
+1,602
32
$4.37M 1.02%
53,125
+131
33
$4.22M 0.99%
104,553
-2,117
34
$4.21M 0.98%
77,341
-4,906
35
$4.17M 0.98%
10,884
+1,118
36
$3.9M 0.91%
44,040
-5,305
37
$3.81M 0.89%
49,082
-4,850
38
$3.79M 0.89%
42,171
-3,021
39
$3.75M 0.88%
26,438
+10,767
40
$3.74M 0.87%
46,450
+446
41
$3.73M 0.87%
47,113
-7,700
42
$3.72M 0.87%
55,375
-3,300
43
$3.54M 0.83%
33,739
+722
44
$3.49M 0.82%
57,598
-1,029
45
$3.39M 0.79%
141,045
-53,733
46
$3.37M 0.79%
46,051
-282
47
$3.32M 0.78%
25,638
48
$3.31M 0.77%
18,705
+5,510
49
$3.17M 0.74%
71,336
-892
50
$3.07M 0.72%
25,340
+5,908
1
2
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