CCG

Cypress Capital Group Portfolio holdings

AUM $893M
1-Year Est. Return 27.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$691M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1 +$4.13M
2 +$2.81M
3 +$2.29M
4
FDX icon
FedEx
FDX
+$1.5M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.17M

Top Sells

1 +$1.34M
2 +$1.34M
3 +$1.06M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$996K
5
T icon
AT&T
T
+$986K

Sector Composition

1 Technology 20.38%
2 Healthcare 17.78%
3 Financials 10.27%
4 Consumer Discretionary 8.7%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$6.53M 0.94%
35,223
-819
27
$6.49M 0.94%
35,045
-2,527
28
$6.36M 0.92%
99,496
-9,805
29
$6.14M 0.89%
64,323
+545
30
$5.63M 0.81%
56,857
-4,773
31
$5.25M 0.76%
124,120
-24,820
32
$5.16M 0.75%
42,684
+1,886
33
$5.14M 0.74%
48,164
-1,440
34
$5.14M 0.74%
44,511
-11,827
35
$4.96M 0.72%
25,780
-299
36
$4.91M 0.71%
50,284
+3
37
$4.81M 0.7%
6,961
-121
38
$4.8M 0.69%
23,161
+13,339
39
$4.78M 0.69%
9,767
-537
40
$4.71M 0.68%
91,031
+6,346
41
$4.71M 0.68%
8,744
-1,148
42
$4.57M 0.66%
30,112
-2,707
43
$4.54M 0.66%
95,205
-15,949
44
$4.47M 0.65%
58,059
-3,371
45
$4.2M 0.61%
+166,181
46
$4.06M 0.59%
110,726
-34,488
47
$4.03M 0.58%
54,266
-1,947
48
$3.98M 0.58%
33,227
+572
49
$3.86M 0.56%
8,033
+373
50
$3.7M 0.53%
101,543
-2,073