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
$764M
AUM Growth
-$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$3.98M
3
+$2.63M
4
NEM icon
Newmont
NEM
+$2.2M
5
SLV icon
iShares Silver Trust
SLV
+$1.73M

Top Sells

1
+$3.83M
2
+$2.97M
3
+$2.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.3M
5
ACN icon
Accenture
ACN
+$2.1M

Sector Composition

1 Technology 18.38%
2 Healthcare 16.7%
3 Financials 12.86%
4 Consumer Discretionary 7.48%
5 Consumer Staples 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.83M 1.03%
63,410
-1,125
27
$7.68M 1.01%
8,117
-198
28
$7.66M 1%
48,244
+1,827
29
$7.49M 0.98%
23,970
-340
30
$7.28M 0.95%
47,181
-3,076
31
$7.19M 0.94%
7,592
+94
32
$7.07M 0.93%
42,283
-3,593
33
$7M 0.92%
47,690
-6,558
34
$6.56M 0.86%
129,235
+3,500
35
$6.42M 0.84%
41,519
-4,747
36
$6.39M 0.84%
40,883
-196
37
$6.24M 0.82%
90,965
+2,255
38
$6.03M 0.79%
64,493
+4,635
39
$5.44M 0.71%
41,047
+190
40
$5.38M 0.7%
47,982
-1,129
41
$5.26M 0.69%
16,850
-6,718
42
$4.98M 0.65%
21,344
-954
43
$4.71M 0.62%
76,257
-14,288
44
$4.67M 0.61%
51,987
+5,207
45
$4.54M 0.59%
27,344
+849
46
$4.52M 0.59%
14,495
+848
47
$4.5M 0.59%
8,585
-1,155
48
$4.41M 0.58%
72,269
+2,743
49
$4.26M 0.56%
+24,580
50
$4.23M 0.55%
15,203
-5,153
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