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
$804M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$2.83M
3
+$2.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.83M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.79M

Top Sells

1
+$8.28M
2
+$7.98M
3
+$4.5M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$3.31M
5
INDY icon
iShares S&P India Nifty 50 Index Fund
INDY
+$2.72M

Sector Composition

1 Technology 20.36%
2 Healthcare 14.22%
3 Financials 13.19%
4 Consumer Discretionary 7.47%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.18M 1.02%
7,795
+203
27
$7.53M 0.94%
49,493
+1,803
28
$7.5M 0.93%
42,580
+1,061
29
$7.32M 0.91%
41,239
+356
30
$7.02M 0.87%
58,816
-4,594
31
$6.97M 0.87%
23,865
-105
32
$6.62M 0.82%
201,700
+91,415
33
$6.56M 0.82%
45,065
-2,116
34
$6.48M 0.81%
28,610
+1,266
35
$5.86M 0.73%
40,955
-1,328
36
$5.69M 0.71%
7,707
+1,846
37
$5.5M 0.69%
30,285
+5,705
38
$5.41M 0.67%
37,066
-3,981
39
$5.4M 0.67%
77,771
+1,514
40
$5.38M 0.67%
48,533
+551
41
$5.21M 0.65%
17,669
+881
42
$5.06M 0.63%
6,423
-117
43
$4.73M 0.59%
21,331
-13
44
$4.6M 0.57%
15,390
-1,460
45
$4.58M 0.57%
61,130
-29,835
46
$4.27M 0.53%
72,777
+2,651
47
$4.24M 0.53%
53,580
+1,593
48
$4.24M 0.53%
14,131
-1,072
49
$4.21M 0.52%
77,385
-51,850
50
$4.05M 0.5%
14,514
+19
1
2
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