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
$769M
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$7.46M
3
+$5.07M
4
INDY icon
iShares S&P India Nifty 50 Index Fund
INDY
+$1.74M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.69M

Top Sells

1
+$1.71M
2
+$1.52M
3
+$1.43M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.38M
5
LLY icon
Eli Lilly
LLY
+$1.23M

Sector Composition

1 Technology 19.6%
2 Healthcare 16.45%
3 Financials 10.19%
4 Consumer Discretionary 8.46%
5 Industrials 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.3M 0.95%
37,942
+8,772
27
$7.05M 0.92%
134,067
-987
28
$6.81M 0.89%
57,136
-2,030
29
$6.75M 0.88%
30,310
-776
30
$6.23M 0.81%
125,890
-670
31
$6.1M 0.79%
10,229
+424
32
$6.05M 0.79%
42,923
-1,593
33
$5.79M 0.75%
34,085
-1,071
34
$5.74M 0.75%
7,066
-90
35
$5.71M 0.74%
8,652
-82
36
$5.64M 0.73%
25,099
+384
37
$5.29M 0.69%
105,214
+2,206
38
$5.23M 0.68%
106,224
+35,385
39
$5.17M 0.67%
53,802
-1,147
40
$5.12M 0.67%
24,907
-525
41
$5.09M 0.66%
36,467
+419
42
$5.09M 0.66%
99,248
+1,126
43
$5.05M 0.66%
46,303
-353
44
$4.87M 0.63%
51,732
+1,126
45
$4.86M 0.63%
7,778
-334
46
$4.85M 0.63%
96,043
+2,361
47
$4.74M 0.62%
73,885
+20,035
48
$4.66M 0.61%
182,656
+6,200
49
$4.52M 0.59%
40,470
+2,290
50
$4.18M 0.54%
14,522
+176
1
2
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